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

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

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tortoise-icon 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 Very High
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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 5.25% 4.84%
6 Month -21.83% -6.44%
1 Year -7.33% 6.36%
3 Year 6.63% 10.77%
5 Year 9.21% 16.85%

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month -12.96% -1.38%
1 Year -25.64% -2.81%
3 Year 1.74% 11.32%
5 Year 4.55% 12.01%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 13.896% 8.045%
Sharp -0.047% 0.5%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 19 10
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 32.92 27.12
Mid Cap 17.36 13.82
Small Cap 16.23 6.9
Large Cap 33.5 52.16

Sector Allocation

Scheme Name

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

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 30.21 27.05
Technology 17.55 10.12
Healthcare 2.7 7.32
Financial Services 12.79 21.21
Industrials 14.52 3.8
Consumer Cyclical 11.46 9.99
Basic Materials 5.77 2.38
Communication Services 5 2.28
Consumer Defensive 0 5.86
Energy - 4.13
Utilities - 4.53
Real Estate - 1.34

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