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)	₹923 Cr	₹860 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	3%	1.48%
6 Month	-6.66%	3.2%
1 Year	-7.47%	5.67%
3 Year	11.33%	-
5 Year	8.73%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	7%	5.31%
1 Year	-5.96%	8.39%
3 Year	5.66%	-
5 Year	6.79%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	8.82%	12.57%
3 Year	8.08%	-
5 Year	8.82%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	14.27%	-
Sharp	0.27%	-
Beta	-	-
Alpha	-	-

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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	32.92	60.32
Mid Cap	17.36	9.67
Small Cap	16.23	10.17
Large Cap	33.5	19.84

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	30.21	60.32
Technology	17.55	6.34
Healthcare	2.7	3.55
Financial Services	12.79	11.74
Industrials	14.52	5.26
Consumer Cyclical	11.46	7.1
Basic Materials	5.77	1.67
Communication Services	5	2.94
Consumer Defensive	0	0.64
Utilities	-	0.44