360 ONE Balanced Hybrid Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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

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360 ONE Balanced Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	High	High
Asset Size (Cr)	₹1022 Cr	₹853 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	27 Sep 2016	25 Sep 2023
Category	Dynamic Asset Allocation	Balanced Hybrid
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	260%	%
Expense Ratio	2.19	1.94
Manager	Rakesh Shetty	Milan Mody
ISIN Code	INF247L01585	INF579M01AV5
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	360 ONE Balanced Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	5.19%	1.54%
6 Month	15.79%	7.95%
1 Year	-12.5%	2.29%
3 Year	8.43%	-
5 Year	8.42%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	7.73%	2.1%
1 Year	9.37%	7.23%
3 Year	7.5%	-
5 Year	7.93%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	8.45%	10.71%
3 Year	8.28%	-
5 Year	8.75%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	13.46%	-
Sharp	0.19%	-
Beta	-	-
Alpha	-	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Name	Rakesh Shetty	Milan Mody
Total AUM	₹33886 Cr	₹1997 Cr
Funds Managed	19	3
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	23.24	61.68
Small Cap	19.3	8.7
Large Cap	27.7	22.15
Mid Cap	29.77	7.47

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	8.65	58.09
Consumer Cyclical	29.34	7.25
Healthcare	3.2	3.02
Financial Services	12.82	11.1
Basic Materials	11.27	1.26
Industrials	4.23	8.94
Technology	30.48	5.11
Communication Services	0	2.77
Energy	-	2.12
Utilities	-	0.34