Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Nippon India Balanced Advantage Fund compare

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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tortoise-icon Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - 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 Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8282 Cr ₹1228 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 15 Nov 2004 05 Sep 2016
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over 334% 260%
Expense Ratio 1.76 2.17
Manager Ashutosh Bhargava Rakesh Shetty
ISIN Code INF204K01596 INF247L01585
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month -3.17% 5.22%
6 Month 6.54% 18.37%
1 Year 23.43% 26.2%
3 Year 11.58% 14.06%
5 Year 12.87% 13.31%

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month - -
1 Year 10.75% 7.29%
3 Year 24.88% 24.3%
5 Year 43.32% 35.58%

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 13.21% 9.3%
3 Year 11.8% 8.18%
5 Year 12% 8.4%

Risk Management

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 6.21% 9.95%
Sharp 0.88% 0.62%
Beta 0.2% 0.81%
Alpha 3.93% 2.75%

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Fund Managers

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name Ashutosh Bhargava Rakesh Shetty
Total AUM ₹121448 Cr ₹33886 Cr
Fund Manage 12 19
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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

Others 24.97 19.11
Large Cap 50.08 17.71
Mid Cap 10.11 46.3
Small Cap 2.14 16.86

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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

Others 11.62 24.15
Healthcare 1.79 5.17
Automobile 5 19.24
Financial 27.5 4.41
Capital Goods 3.94 3.36
Services 1.66 14.57
Technology 5.05 8.26
Communication 4.27 3.03
Metals & Mining 2.52 -
Consumer Discretionary 0.56 -
Textiles 0.6 -
Consumer Staples 6.86 1.56
Materials 0.86 -
Construction 2.11 3
Energy 6.09 1.18
Sovereign 6.38 2.43
Diversified 0.49 -
Insurance - 9.62

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