Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7267 Cr ₹1228 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 25 Apr 2000 05 Sep 2016
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI CRISIL Hybrid 50+50 Moderate TRI
Turn Over 240% 260%
Expense Ratio 1.79 2.17
Manager Lovelish Solanki Rakesh Shetty
ISIN Code INF084M01AB8 INF247L01585
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month -3.51% 5.22%
6 Month 8.05% 18.37%
1 Year 22.93% 26.2%
3 Year 10.95% 14.06%
5 Year 12.82% 13.31%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month - -
1 Year 10.37% 7.29%
3 Year 23.8% 24.3%
5 Year 42.23% 35.58%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 11.38% 9.3%
3 Year 11.51% 8.18%
5 Year 11.06% 8.4%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 6.2% 9.95%
Sharp 0.81% 0.62%
Beta 0.23% 0.81%
Alpha 3.36% 2.75%

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name Lovelish Solanki Rakesh Shetty
Total AUM ₹14756 Cr ₹33886 Cr
Fund Manage 2 19
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Others 23.54 19.11
Large Cap 47.16 17.71
Mid Cap 7.19 46.3
Small Cap 3.17 16.86

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Others 18.04 24.15
Capital Goods 1.95 3.36
Financial 19.29 4.41
Consumer Staples 5.1 1.56
Automobile 4.27 19.24
Materials 2.42 -
Healthcare 2.88 5.17
Energy 6.43 1.18
Consumer Discretionary 1.45 -
Metals & Mining 1.68 -
Technology 4.01 8.26
Communication 4.11 3.03
Services 0.28 14.57
Construction 2.06 3
Sovereign 6.39 2.43
Chemicals 0.25 -
Diversified 0.45 -
Insurance - 9.62

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