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) ₹1238 Cr ₹12306 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 2.18 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 -0.58% 0.22%
6 Month 0.6% 1.61%
1 Year 11.43% 14.41%
3 Year 11.22% 11.45%
5 Year 9.59% 14.77%

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 - -
1 Year 5.1% 7.7%
3 Year 14.34% 14.3%
5 Year 12.05% 14.39%

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 9.37% 9.63%
3 Year 8.11% 11.61%
5 Year 8.34% 11.18%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 9.95% 7.27%
Sharp 0.62% 0.8%
Beta 0.81% 0.25%
Alpha 2.75% 3.73%

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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
Fund Manage 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 17.11 21.37
Large Cap 16.73 56.06
Mid Cap 37.81 9.03
Small Cap 28.37 3.01

Sector Allocation

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

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