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

Link copied to clipboard!

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

Invest Now

tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

Invest Now

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 -5.31% -2.24%
6 Month 7.99% 6.27%
1 Year 11.88% 20.09%
3 Year 10.47% -
5 Year 10.15% -

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 11.99% 16.38%
3 Year 16.35% -
5 Year 13.1% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 9.37% 23.82%
3 Year 8.11% -
5 Year 8.34% -

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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Large Cap 17.71 23.29
Mid Cap 46.3 12.27
Small Cap 16.86 11.41

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

Top Comparisons

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.17%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns5.9%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns6.45%

VS

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.74%

Compare Now

DSP Banking & Financial Services Fund - Reg (G) DSP Banking & Financial Services Fund - Reg (G)

3Y Returns0%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns15.2%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns16.68%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns12.04%

Compare Now
Request call back
Add to Cart Successfully