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

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

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Edelweiss Balanced Advantage Fund - 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	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High Risk	Very High Risk
Asset Size (Cr)	₹1011 Cr	₹12238 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	27 Sep 2016	20 Aug 2009
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%	81%
Expense Ratio	2.19	1.69
Manager	Rakesh Shetty	Rahul Dedhia
ISIN Code	INF247L01585	INF754K01285
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	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-10.5%	-2.04%
6 Month	-20.98%	-6.2%
1 Year	-7.62%	4.34%
3 Year	5.65%	9.88%
5 Year	5.64%	13.2%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-25.16%	-4.15%
3 Year	1.77%	10.28%
5 Year	4.65%	11.78%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	9.45%	9.77%
3 Year	8.28%	11.52%
5 Year	8.8%	11.23%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	12.659%	8.045%
Sharp	0.107%	0.5%
Beta	-	-
Alpha	-	-

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Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Rakesh Shetty	Rahul Dedhia
Total AUM	₹33886 Cr	₹31988 Cr
Fund Manage	19	10
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	17.11	21.37
Large Cap	16.73	56.06
Mid Cap	37.81	9.03
Small Cap	28.37	3.01

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	17.11	17.38
IT - Software	2.43	-
IT - Services	6.95	-
Construction	1.02	3.56
Banks	6.65	-
Pharmaceuticals & Biotechnology	1.05	-
Transport Infrastructure	4.36	-
Automobiles	0.55	-
Finance	14.99	-
Consumer Durables	0.58	-
Auto Components	17.7	-
Leisure Services	2.37	-
Retailing	9.33	-
Insurance	11.99	0.35
Financial Technology (Fintech)	2.94	-
Energy	-	9.3
Automobile	-	6.09
Textiles	-	0.32
Healthcare	-	3.69
Financial	-	24.14
Technology	-	4.66
Metals & Mining	-	2.56
Capital Goods	-	2.16
Materials	-	2.32
Services	-	2.94
Sovereign	-	2.27
Consumer Staples	-	3.96
Chemicals	-	0.82
Communication	-	2.95