Axis Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Invest NowAxis Balanced Advantage Fund - Regular Plan - Growth
Invest NowChart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹1228 Cr | ₹2323 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 05 Sep 2016 | 07 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 | 2.17 | 2.03 |
Manager | Rakesh Shetty | Hardik Shah |
ISIN Code | INF247L01585 | INF846K01A52 |
Exits Load | Exit load of 1%, if redeemed within 15 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.22% | 1.45% |
6 Month | 18.37% | 14.11% |
1 Year | 26.2% | 30.3% |
3 Year | 14.06% | 13.03% |
5 Year | 13.31% | 13.14% |
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.29% | 12.57% |
3 Year | 24.3% | 26.75% |
5 Year | 35.58% | 41.86% |
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.3% | 7.55% |
3 Year | 8.18% | 9.68% |
5 Year | 8.4% | 8.02% |
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.95% | 7.39% |
Sharp | 0.62% | 0.89% |
Beta | 0.81% | 0.98% |
Alpha | 2.75% | 2.31% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 19 | 12 |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 19.11 | 35.88 |
Large Cap | 17.71 | 51.36 |
Mid Cap | 46.3 | 7.43 |
Small Cap | 16.86 | 5.34 |
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 24.15 | 9.94 |
Financial | 4.41 | 28.95 |
Sovereign | 2.43 | 11.61 |
Technology | 8.26 | 4.95 |
Construction | 3 | 3.68 |
Healthcare | 5.17 | 5.51 |
Capital Goods | 3.36 | 4.12 |
Services | 14.57 | 1.28 |
Consumer Staples | 1.56 | 3.53 |
Energy | 1.18 | 7.6 |
Automobile | 19.24 | 6.85 |
Communication | 3.03 | 4.05 |
Insurance | 9.62 | 2.43 |
Chemicals | - | 2.54 |
Materials | - | 1.96 |
Metals & Mining | - | 1.01 |
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