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

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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	Average	High Risk
Asset Size (Cr)	₹8282 Cr	₹1011 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	15 Nov 2004	27 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	2.19
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	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-0.8%	-10.5%
6 Month	1.98%	-20.98%
1 Year	12.89%	-7.62%
3 Year	11.83%	5.65%
5 Year	12.32%	5.64%

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	8.2%	-25.16%
3 Year	14.52%	1.77%
5 Year	13.96%	4.65%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	14.38%	9.45%
3 Year	11.8%	8.28%
5 Year	12.32%	8.8%

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%	12.659%
Sharp	0.79%	0.107%
Beta	0.86%	-
Alpha	2.82%	-

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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

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	41.92	17.11
Large Cap	51.08	16.73
Mid Cap	11.66	37.81
Small Cap	7.54	28.37

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	41.92	17.11
Petroleum Products	2.38	-
IT - Software	7.22	2.43
Cement & Cement Products	1.12	-
IT - Services	0.27	6.95
Construction	2.1	1.02
Consumer Durables	2.52	0.58
Diversified FMCG	3.49	-
Banks	15.43	6.65
Automobiles	2.54	0.55
Aerospace & Defense	0.98	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	1.05
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	4.36
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	-
Insurance	2.85	11.99
Finance	1.76	14.99
Transport Services	0.46	-
Retailing	1.61	9.33
Power	3.35	-
Financial Technology (Fintech)	1.09	2.94
Healthcare Services	0.24	-
Auto Components	1.47	17.7
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	2.37