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Aditya Birla Sun Life Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High Risk | High Risk |
| Asset Size (Cr) | ₹7239 Cr | ₹1011 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 23 May 2000 | 27 Sep 2016 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 240% | 260% |
| Expense Ratio | 1.8 | 2.19 |
| Manager | Lovelish Solanki | Rakesh Shetty |
| ISIN Code | INF084M01AB8 | INF247L01585 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.46% | -10.5% |
| 6 Month | -3.72% | -20.98% |
| 1 Year | 8.2% | -7.62% |
| 3 Year | 10.57% | 5.65% |
| 5 Year | 11.67% | 5.64% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.34% | -25.16% |
| 3 Year | 11.02% | 1.77% |
| 5 Year | 11.84% | 4.65% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.51% | 9.45% |
| 3 Year | 11.47% | 8.28% |
| 5 Year | 11.12% | 8.8% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.2% | 12.659% |
| Sharp | 0.57% | 0.107% |
| Beta | 0.92% | - |
| Alpha | 1.49% | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Name | Lovelish Solanki | Rakesh Shetty |
| Total AUM | ₹14756 Cr | ₹33886 Cr |
| Fund Manage | 2 | 19 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.81 | 17.11 |
| Large Cap | 56.11 | 16.73 |
| Mid Cap | 9.42 | 37.81 |
| Small Cap | 7.86 | 28.37 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.81 | 17.11 |
| Telecom - Services | 2.73 | - |
| Petroleum Products | 4.63 | - |
| Electrical Equipment | 1.36 | - |
| IT - Software | 7.01 | 2.43 |
| Cement & Cement Products | 1.46 | - |
| Personal Products | 1.71 | - |
| Construction | 2.62 | 1.02 |
| Banks | 13.5 | 6.65 |
| Diversified FMCG | 2.84 | - |
| Pharmaceuticals & Biotechnology | 3.26 | 1.05 |
| Non - Ferrous Metals | 1.31 | - |
| Realty | 2.93 | - |
| Healthcare Services | 1.27 | - |
| Aerospace & Defense | 0.44 | - |
| Auto Components | 2.51 | 17.7 |
| Ferrous Metals | 0.78 | - |
| Automobiles | 2.73 | 0.55 |
| Finance | 4.47 | 14.99 |
| Insurance | 1.24 | 11.99 |
| Industrial Products | 0.47 | - |
| Consumer Durables | 1.89 | 0.58 |
| Transport Infrastructure | 2.27 | 4.36 |
| Retailing | 1.47 | 9.33 |
| Diversified Metals | 0.28 | - |
| Oil | 0.66 | - |
| Power | 3.16 | - |
| Fertilizers & Agrochemicals | 0.3 | - |
| Metals & Minerals Trading | 0.46 | - |
| Consumable Fuels | 0.94 | - |
| Minerals & Mining | 0.46 | - |
| Transport Services | 0.68 | - |
| Chemicals & Petrochemicals | 0.44 | - |
| Leisure Services | 0.31 | 2.37 |
| Beverages | 0.8 | - |
| IT - Services | - | 6.95 |
| Financial Technology (Fintech) | - | 2.94 |
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