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 | High | Very High |
| Asset Size (Cr) | ₹1238 Cr | ₹2547 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 27 Sep 2016 | 01 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 | 2.18 | 2.01 |
| Manager | Rakesh Shetty | Hardik Shah |
| ISIN Code | INF247L01585 | INF846K01A52 |
| 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.5% | 1.2% |
| 6 Month | 1.55% | 5.36% |
| 1 Year | 9.68% | 18.86% |
| 3 Year | 11.08% | 12.26% |
| 5 Year | 9.69% | 12.28% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.1% | 14.35% |
| 3 Year | 14.34% | 17.2% |
| 5 Year | 12.05% | 14.68% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 17.11 | 18.35 |
| Large Cap | 16.73 | 53.62 |
| Mid Cap | 37.81 | 8.15 |
| Small Cap | 28.37 | 6.52 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.11 | 18.35 |
| IT - Software | 2.43 | 6.38 |
| IT - Services | 6.95 | 0.08 |
| Construction | 1.02 | 2.97 |
| Banks | 6.65 | 14.48 |
| Pharmaceuticals & Biotechnology | 1.05 | 4.91 |
| Transport Infrastructure | 4.36 | - |
| Automobiles | 0.55 | 5.31 |
| Finance | 14.99 | 4.42 |
| Consumer Durables | 0.58 | 0.22 |
| Auto Components | 17.7 | 0.45 |
| Leisure Services | 2.37 | 0.56 |
| Retailing | 9.33 | 0.65 |
| Insurance | 11.99 | 2.9 |
| Financial Technology (Fintech) | 2.94 | - |
| Petroleum Products | - | 4.54 |
| Cement & Cement Products | - | 1.08 |
| Personal Products | - | 0.77 |
| Capital Markets | - | 0.02 |
| Healthcare Services | - | 1.63 |
| Diversified FMCG | - | 0.66 |
| Non - Ferrous Metals | - | 0.77 |
| Aerospace & Defense | - | 0.99 |
| Electrical Equipment | - | 0.79 |
| Ferrous Metals | - | 0.19 |
| Gas | - | 0.14 |
| Agricultural Food & other Products | - | 0.64 |
| Diversified Metals | - | 0.46 |
| Oil | - | 0.54 |
| Food Products | - | 0.04 |
| Power | - | 2.35 |
| Industrial Products | - | 0.71 |
| Chemicals & Petrochemicals | - | 1.32 |
| Household Products | - | 0.73 |
| Telecom - Services | - | 2.46 |
| Consumable Fuels | - | 0.87 |
| Fertilizers & Agrochemicals | - | 0.8 |
| Industrial Manufacturing | - | 1.45 |
| Transport Services | - | 0.03 |
| Realty | - | 0.45 |
| Beverages | - | 0.53 |
Top Comparisons
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.81%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns15.02%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns16.45%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns17.48%
Quant Mid Cap Fund-Growth
3Y Returns23.01%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns24.89%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns22.61%