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

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

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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	High Risk	High Risk
Asset Size (Cr)	₹1011 Cr	₹840 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	27 Sep 2016	25 Sep 2023
Category	Dynamic Asset Allocation	Balanced Hybrid
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	260%	%
Expense Ratio	2.19	1.94
Manager	Rakesh Shetty	Milan Mody
ISIN Code	INF247L01585	INF579M01AV5
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	360 ONE Balanced Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	-10.5%	-1.29%
6 Month	-20.98%	-3.16%
1 Year	-7.62%	10.13%
3 Year	5.65%	-
5 Year	5.64%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	-	-
1 Year	-25.16%	1.55%
3 Year	1.77%	-
5 Year	4.65%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	9.45%	19.96%
3 Year	8.28%	-
5 Year	8.8%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	12.659%	-
Sharp	0.107%	-
Beta	-	-
Alpha	-	-

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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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	17.11	53.02
Large Cap	16.73	23.29
Mid Cap	37.81	12.27
Small Cap	28.37	11.41

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	17.11	2.7
IT - Software	2.43	-
IT - Services	6.95	-
Construction	1.02	6.34
Banks	6.65	-
Pharmaceuticals & Biotechnology	1.05	-
Transport Infrastructure	4.36	-
Automobiles	0.55	-
Finance	14.99	-
Consumer Durables	0.58	-
Auto Components	17.7	-
Leisure Services	2.37	-
Retailing	9.33	-
Insurance	11.99	-
Financial Technology (Fintech)	2.94	-
Sovereign	-	12.71
Technology	-	4.4
Financial	-	36.71
Metals & Mining	-	2.15
Healthcare	-	2.6
Automobile	-	5.31
Capital Goods	-	9.63
Communication	-	5.03
Services	-	4.52
Energy	-	5.28
Chemicals	-	0.94
Consumer Discretionary	-	0.59
Consumer Staples	-	0.52
Materials	-	0.56