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360 ONE Balanced Hybrid Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
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) | ₹1011 Cr | ₹840 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.42% | 1.33% |
| 6 Month | -11.32% | 0.4% |
| 1 Year | -7.56% | 6.07% |
| 3 Year | 10.33% | - |
| 5 Year | 8.96% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.59% | 4.26% |
| 1 Year | -11.13% | 5.94% |
| 3 Year | 4.13% | - |
| 5 Year | 5.86% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | 360 ONE Balanced Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.896% | - |
| Sharp | -0.047% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
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