Nippon India Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart 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 | 2.35% | 5.22% |
| 6 Month | 13.98% | 18.37% |
| 1 Year | 24.41% | 26.2% |
| 3 Year | 12.76% | 14.06% |
| 5 Year | 14.44% | 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 | 13.6% | 11.23% |
| 3 Year | 33.64% | 28.35% |
| 5 Year | 46.21% | 40.24% |
| 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 | 0.87% | 0.62% |
| Beta | 0.85% | 0.81% |
| Alpha | 2.9% | 2.75% |
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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 | 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 |
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