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 | High | Very High |
| Asset Size (Cr) | ₹1238 Cr | ₹12306 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 27 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 | 2.18 | 1.69 |
| Manager | Rakesh Shetty | Rahul Dedhia |
| ISIN Code | INF247L01585 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.69% | 0.53% |
| 6 Month | 0.66% | 1.82% |
| 1 Year | 11.31% | 14.76% |
| 3 Year | 11.13% | 11.51% |
| 5 Year | 9.56% | 14.9% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.1% | 7.7% |
| 3 Year | 14.34% | 14.3% |
| 5 Year | 12.05% | 14.39% |
| 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% |
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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 | 17.11 | 21.37 |
| Large Cap | 16.73 | 56.06 |
| Mid Cap | 37.81 | 9.03 |
| Small Cap | 28.37 | 3.01 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.11 | 17.38 |
| IT - Software | 2.43 | - |
| IT - Services | 6.95 | - |
| Construction | 1.02 | 3.56 |
| Banks | 6.65 | - |
| Pharmaceuticals & Biotechnology | 1.05 | - |
| Transport Infrastructure | 4.36 | - |
| Automobiles | 0.55 | - |
| Finance | 14.99 | - |
| Consumer Durables | 0.58 | - |
| Auto Components | 17.7 | - |
| Leisure Services | 2.37 | - |
| Retailing | 9.33 | - |
| Insurance | 11.99 | 0.35 |
| Financial Technology (Fintech) | 2.94 | - |
| Energy | - | 9.3 |
| Automobile | - | 6.09 |
| Textiles | - | 0.32 |
| Healthcare | - | 3.69 |
| Financial | - | 24.14 |
| Technology | - | 4.66 |
| Metals & Mining | - | 2.56 |
| Capital Goods | - | 2.16 |
| Materials | - | 2.32 |
| Services | - | 2.94 |
| Sovereign | - | 2.27 |
| Consumer Staples | - | 3.96 |
| Chemicals | - | 0.82 |
| Communication | - | 2.95 |
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