Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Nippon India Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Invest NowMotilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 24.97 | 19.11 |
Large Cap | 50.08 | 17.71 |
Mid Cap | 10.11 | 46.3 |
Small Cap | 2.14 | 16.86 |
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 |
Top Comparisons
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns19.75%
Invesco India Corporate Bond Fund - Growth
3Y Returns5.61%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns4.9%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns5.7%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.08%
SBI Small Cap Fund - Regular Plan - Growth
3Y Returns20.37%
Tata Small Cap Fund-Regular Plan-Growth
3Y Returns28.4%