Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Axis Balanced Advantage Fund compare

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

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹1011 Cr	₹2652 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	2.19	2
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	-10.5%	-1.26%
6 Month	-20.98%	-2.24%
1 Year	-7.62%	10.4%
3 Year	5.65%	11.77%
5 Year	5.64%	10.95%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-23.62%	4.08%
3 Year	2.37%	14.14%
5 Year	4.93%	12.83%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	9.45%	8.22%
3 Year	8.28%	9.95%
5 Year	8.8%	8.8%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	12.659%	7.81%
Sharp	0.107%	0.721%
Beta	-	-
Alpha	-	-

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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	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