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 | 5.22% | -2.98% |
| 6 Month | 18.37% | 8.79% |
| 1 Year | 26.2% | 24.1% |
| 3 Year | 14.06% | 11.22% |
| 5 Year | 13.31% | 15.71% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.29% | 11.59% |
| 3 Year | 24.3% | 26.05% |
| 5 Year | 35.58% | 48.37% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.3% | 9.66% |
| 3 Year | 8.18% | 11.65% |
| 5 Year | 8.4% | 11.17% |
| 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% |
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| 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 |
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