Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Axis Balanced Advantage Fund compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1228 Cr | ₹2323 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 05 Sep 2016 | 07 Aug 2017 |
| 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% | 24% |
| Expense Ratio | 2.17 | 2.03 |
| Manager | Rakesh Shetty | Hardik Shah |
| ISIN Code | INF247L01585 | INF846K01A52 |
| 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 12 months./365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -5.89% | -2.49% |
| 6 Month | 7.33% | 8.47% |
| 1 Year | 11.19% | 24.95% |
| 3 Year | 10.22% | 11.13% |
| 5 Year | 10% | 12.11% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.99% | 20.18% |
| 3 Year | 16.35% | 18.08% |
| 5 Year | 13.1% | 15.14% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.37% | 7.63% |
| 3 Year | 8.11% | 9.65% |
| 5 Year | 8.34% | 8.02% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.95% | 7.39% |
| Sharp | 0.62% | 0.89% |
| Beta | 0.81% | 0.98% |
| Alpha | 2.75% | 2.31% |
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| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rakesh Shetty | Hardik Shah |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Fund Manage | 19 | 12 |
| Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.11 | 35.88 |
| Large Cap | 17.71 | 51.36 |
| Mid Cap | 46.3 | 7.43 |
| Small Cap | 16.86 | 5.34 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.15 | 9.94 |
| Financial | 4.41 | 28.95 |
| Sovereign | 2.43 | 11.61 |
| Technology | 8.26 | 4.95 |
| Construction | 3 | 3.68 |
| Healthcare | 5.17 | 5.51 |
| Capital Goods | 3.36 | 4.12 |
| Services | 14.57 | 1.28 |
| Consumer Staples | 1.56 | 3.53 |
| Energy | 1.18 | 7.6 |
| Automobile | 19.24 | 6.85 |
| Communication | 3.03 | 4.05 |
| Insurance | 9.62 | 2.43 |
| Chemicals | - | 2.54 |
| Materials | - | 1.96 |
| Metals & Mining | - | 1.01 |
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