Edelweiss Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1228 Cr | ₹11715 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 05 Sep 2016 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 2.17 | 1.7 |
| Manager | Rakesh Shetty | Rahul Dedhia |
| ISIN Code | INF247L01585 | INF754K01285 |
| 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 90 days./365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.02% | -1.98% |
| 6 Month | 7.24% | 3.07% |
| 1 Year | 12.64% | 19.97% |
| 3 Year | 10.56% | 10.83% |
| 5 Year | 10.15% | 14.81% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 7.79% |
| 3 Year | - | 14.24% |
| 5 Year | - | 14.48% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.37% | 9.63% |
| 3 Year | 8.11% | 11.61% |
| 5 Year | 8.34% | 11.18% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.95% | 7.27% |
| Sharp | 0.62% | 0.8% |
| Beta | 0.81% | 0.25% |
| Alpha | 2.75% | 3.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Rahul Dedhia |
| Total AUM | ₹33886 Cr | ₹31988 Cr |
| Fund Manage | 19 | 10 |
| Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.11 | 21.37 |
| Large Cap | 17.71 | 56.06 |
| Mid Cap | 46.3 | 9.03 |
| Small Cap | 16.86 | 3.01 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.15 | 17.38 |
| Financial | 4.41 | 24.14 |
| Sovereign | 2.43 | 2.27 |
| Technology | 8.26 | 4.66 |
| Construction | 3 | 3.56 |
| Healthcare | 5.17 | 3.69 |
| Capital Goods | 3.36 | 2.16 |
| Services | 14.57 | 2.94 |
| Consumer Staples | 1.56 | 3.96 |
| Energy | 1.18 | 9.3 |
| Automobile | 19.24 | 6.09 |
| Communication | 3.03 | 2.95 |
| Insurance | 9.62 | 0.35 |
| Textiles | - | 0.32 |
| Metals & Mining | - | 2.56 |
| Materials | - | 2.32 |
| Chemicals | - | 0.82 |
Top Comparisons
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns10.44%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns13.55%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns5.46%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns5.7%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns5.34%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.28%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
HDFC Multi-Asset Fund - Growth Option
3Y Returns11.77%