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 | High |
| Asset Size (Cr) | ₹8282 Cr | ₹1238 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 | 2.18 |
| 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 | 0.39% | -0.69% |
| 6 Month | 2.81% | 0.66% |
| 1 Year | 14.72% | 11.31% |
| 3 Year | 12.12% | 11.13% |
| 5 Year | 12.46% | 9.56% |
| 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 | 8.93% | 5.1% |
| 3 Year | 14.42% | 14.34% |
| 5 Year | 13.94% | 12.05% |
| 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% | 9.37% |
| 3 Year | 11.8% | 8.11% |
| 5 Year | 12.32% | 8.34% |
| 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 | 0.79% | 0.62% |
| Beta | 0.86% | 0.81% |
| Alpha | 2.82% | 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 | 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 |
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