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
Invest NowMotilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Invest NowChart Comparison
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 | High |
Asset Size (Cr) | ₹7427 Cr | ₹1238 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 | 2.18 |
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 |
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 | 0.39% | -0.5% |
6 Month | 2.69% | 1.55% |
1 Year | 15.28% | 9.68% |
3 Year | 11.92% | 11.08% |
5 Year | 12.41% | 9.69% |
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 | 9.57% | 5.1% |
3 Year | 13.95% | 14.34% |
5 Year | 13.62% | 12.05% |
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 | 11.31% | 9.37% |
3 Year | 11.5% | 8.11% |
5 Year | 11.04% | 8.34% |
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% | 9.95% |
Sharp | 0.68% | 0.62% |
Beta | 0.91% | 0.81% |
Alpha | 2.11% | 2.75% |
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Get Free Experts GuidanceScheme 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 |
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 |
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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