360 ONE Balanced Hybrid Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
| 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 | High |
| Asset Size (Cr) | ₹1238 Cr | ₹843 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 | Dynamic Asset Allocation |
| 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 | 2.18 | 1.96 |
| 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 | -0.5% | 1.64% |
| 6 Month | 1.55% | 3.68% |
| 1 Year | 9.68% | 17.08% |
| 3 Year | 11.08% | - |
| 5 Year | 9.69% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.1% | 13.23% |
| 3 Year | 14.34% | - |
| 5 Year | 12.05% | - |
| 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% | - |
| 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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| 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 |
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