360 ONE Balanced Hybrid Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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tortoise-icon Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
Fund Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹1228 Cr ₹707 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Sep 2016 06 Sep 2023
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open-ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI BSE India Bond Index
Turn Over 260% %
Expense Ratio 2.17 2.01
Manager Rakesh Shetty Milan Mody
ISIN Code INF247L01585 INF579M01AV5
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
1 Month 5.22% 1.02%
6 Month 18.37% 14.14%
1 Year 26.2% -
3 Year 14.06% -
5 Year 13.31% -

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month - -
1 Year 7.29% 10.22%
3 Year 24.3% 10.22%
5 Year 35.58% 10.22%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 11.23% 12.22%
3 Year 28.35% 12.22%
5 Year 40.24% 12.22%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation 9.95% -
Sharp 0.62% -
Beta 0.81% -
Alpha 2.75% -

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Fund Managers

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
Name Rakesh Shetty Milan Mody
Total AUM ₹33886 Cr ₹1997 Cr
Fund Manage 19 3
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

360 ONE Balanced Hybrid Fund Regular - Growth

Others 19.11 53.02
Mid Cap 46.3 12.27
Small Cap 16.86 11.41
Large Cap 17.71 23.29

Sector Allocation

Scheme Name

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

360 ONE Balanced Hybrid Fund Regular - Growth

Others 24.15 2.7
Automobile 19.24 5.31
Insurance 9.62 -
Services 14.57 4.52
Financial 4.41 36.71
Technology 8.26 4.4
Healthcare 5.17 2.6
Communication 3.03 5.03
Construction 3 6.34
Sovereign 2.43 12.71
Capital Goods 3.36 9.63
Consumer Staples 1.56 0.52
Energy 1.18 5.28
Chemicals - 0.94
Metals & Mining - 2.15
Consumer Discretionary - 0.59
Materials - 0.56

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