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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 High High
Asset Size (Cr) ₹7239 Cr ₹1011 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 23 May 2000 27 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 1.8 2.19
Manager Lovelish Solanki Rakesh Shetty
ISIN Code INF084M01AB8 INF247L01585
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 2.98% 1.09%
6 Month 0.4% -19.21%
1 Year 12.17% -8.6%
3 Year 12.23% 5.76%
5 Year 16.39% 9.02%

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 2.37% -7.85%
1 Year 4.53% -23.29%
3 Year 12.77% 1.81%
5 Year 12.35% 4.49%

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% 9.45%
3 Year 11.47% 8.28%
5 Year 11.16% 8.8%

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% 13.896%
Sharp 0.51% -0.047%
Beta 0.97% -
Alpha 1.72% -

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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
Funds Managed 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 24.06 32.92
Large Cap 48.66 33.5
Mid Cap 15.42 17.36
Small Cap 4.32 16.23

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 19.59 30.21
Telecom - Services 1.65 -
Petroleum Products 4.64 -
Electrical Equipment 1.48 -
IT - Software 6 -
Cement & Cement Products 1.57 -
Personal Products 1.83 -
Construction 1.84 -
Finance 5.05 -
Retailing 2.5 -
Banks 14.92 -
Diversified FMCG 0.94 -
Pharmaceuticals & Biotechnology 3.48 -
Non - Ferrous Metals 1.56 -
Realty 2.67 -
Healthcare Services 0.96 -
Aerospace & Defense 0.28 -
Auto Components 3.04 -
Ferrous Metals 1.38 -
Automobiles 1.59 -
Industrial Products 1.44 -
Insurance 2.47 -
Consumer Durables 1.35 -
Transport Infrastructure 1.89 -
Diversified Metals 0.66 -
Oil 0.58 -
Power 2.26 -
Fertilizers & Agrochemicals 0.53 -
Leisure Services 0.4 -
Metals & Minerals Trading 0.13 -
Consumable Fuels 0.31 -
Minerals & Mining 0.58 -
Transport Services 0.66 -
Chemicals & Petrochemicals 0.83 -
Beverages 1.4 -
Technology - 17.55
Healthcare - 2.7
Financial Services - 12.79
Industrials - 14.52
Consumer Cyclical - 11.46
Basic Materials - 5.77
Communication Services - 5
Consumer Defensive - 0

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