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)	₹955 Cr	₹862 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	Aggressive
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	-1.13%	-0.35%
6 Month	5.9%	1.36%
1 Year	-6.54%	2.41%
3 Year	8.61%	-
5 Year	7.26%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	1.22%	0.87%
1 Year	10.21%	6.58%
3 Year	4.93%	-
5 Year	6.65%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	7.66%	9.79%
3 Year	8.43%	-
5 Year	8.45%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	14.05%	-
Sharp	0.24%	-
Beta	1.34%	-
Alpha	-2.82%	-

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	46.47	62.76
Small Cap	16.56	7.41
Large Cap	15.43	22.6
Mid Cap	21.54	7.23

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	30.64	58.75
Consumer Cyclical	25.79	5.64
Healthcare	8.84	2.26
Financial Services	2.6	12.52
Basic Materials	15.4	1.82
Technology	16.58	4.8
Industrials	0.14	9.08
Energy	-	2.34
Communication Services	-	2.46
Utilities	-	0.33