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
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹7267 Cr | ₹1228 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Apr 2000 | 05 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 | 1.79 | 2.17 |
| Manager | Lovelish Solanki | Rakesh Shetty |
| ISIN Code | INF084M01AB8 | INF247L01585 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit load of 1%, if redeemed within 15 days./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 | -3.3% | -5.89% |
| 6 Month | 5.92% | 7.33% |
| 1 Year | 18.59% | 11.19% |
| 3 Year | 10.38% | 10.22% |
| 5 Year | 12.37% | 10% |
| 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 | 14.17% | 11.99% |
| 3 Year | 14.84% | 16.35% |
| 5 Year | 14.06% | 13.1% |
| 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 | 0.6% | 0.62% |
| Beta | 0.92% | 0.81% |
| Alpha | 2.01% | 2.75% |
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| 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 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.54 | 19.11 |
| Large Cap | 47.16 | 17.71 |
| Mid Cap | 7.19 | 46.3 |
| Small Cap | 3.17 | 16.86 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.04 | 24.15 |
| Capital Goods | 1.95 | 3.36 |
| Financial | 19.29 | 4.41 |
| Consumer Staples | 5.1 | 1.56 |
| Automobile | 4.27 | 19.24 |
| Materials | 2.42 | - |
| Healthcare | 2.88 | 5.17 |
| Energy | 6.43 | 1.18 |
| Consumer Discretionary | 1.45 | - |
| Metals & Mining | 1.68 | - |
| Technology | 4.01 | 8.26 |
| Communication | 4.11 | 3.03 |
| Services | 0.28 | 14.57 |
| Construction | 2.06 | 3 |
| Sovereign | 6.39 | 2.43 |
| Chemicals | 0.25 | - |
| Diversified | 0.45 | - |
| Insurance | - | 9.62 |
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