Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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 | 5.29% | 4.81% |
6 Month | -3.9% | -22.57% |
1 Year | 10.23% | -7.32% |
3 Year | 11.47% | 6.16% |
5 Year | 17.03% | 9.63% |
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 | 0.31% | -12.96% |
1 Year | 2.16% | -25.64% |
3 Year | 12.26% | 1.74% |
5 Year | 12.19% | 4.55% |
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 | 0.49% | -0.047% |
Beta | 0.94% | - |
Alpha | 1.14% | - |
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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 | 35.45 | 32.92 |
Large Cap | 46.21 | 33.5 |
Mid Cap | 14.07 | 17.36 |
Small Cap | 4.27 | 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 | 30.05 | 30.21 |
Communication Services | 1.9 | 5 |
Energy | 6.22 | - |
Industrials | 9.12 | 14.52 |
Technology | 6.36 | 17.55 |
Basic Materials | 6.73 | 5.77 |
Consumer Defensive | 4.34 | 0 |
Financial Services | 19.46 | 12.79 |
Consumer Cyclical | 6.79 | 11.46 |
Healthcare | 4.44 | 2.7 |
Real Estate | 2.03 | - |
Utilities | 2.55 | - |