Axis Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹1011 Cr | ₹2652 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 27 Sep 2016 | 01 Aug 2017 |
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% | 24% |
Expense Ratio | 2.19 | 2 |
Manager | Rakesh Shetty | Hardik Shah |
ISIN Code | INF247L01585 | INF846K01A52 |
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 | Axis Balanced 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 | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.25% | 4.19% |
6 Month | -21.83% | -4.05% |
1 Year | -7.33% | 11.22% |
3 Year | 6.63% | 12.94% |
5 Year | 9.21% | 14.31% |
SIP Return Analysis
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | -11.68% | 0.2% |
1 Year | -26.58% | 3.97% |
3 Year | 1.35% | 14.89% |
5 Year | 4.3% | 13.19% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.45% | 8.22% |
3 Year | 8.28% | 9.95% |
5 Year | 8.8% | 8.8% |
Risk Management
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.896% | 8.096% |
Sharp | -0.047% | 0.607% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Rakesh Shetty | Hardik Shah |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 12 |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 32.92 | 34.05 |
Mid Cap | 17.36 | 5.5 |
Small Cap | 16.23 | 4.04 |
Large Cap | 33.5 | 56.4 |
Sector Allocation
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 30.21 | 32.81 |
Technology | 17.55 | 6.58 |
Healthcare | 2.7 | 5.99 |
Financial Services | 12.79 | 21.88 |
Industrials | 14.52 | 5.28 |
Consumer Cyclical | 11.46 | 7.77 |
Basic Materials | 5.77 | 3.97 |
Communication Services | 5 | 3.08 |
Consumer Defensive | 0 | 2.51 |
Energy | - | 7.7 |
Utilities | - | 1.99 |
Real Estate | - | 0.43 |
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