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)	₹872 Cr	₹838 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	-5.66%	-1.3%
6 Month	-7.83%	-0.63%
1 Year	-3.88%	5.13%
3 Year	6.81%	-
5 Year	4.95%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	-3.05%	0.49%
1 Year	1.61%	4.84%
3 Year	1.13%	-
5 Year	4.58%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	7.45%	8.23%
3 Year	8.44%	-
5 Year	8.39%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	14.36%	-
Sharp	0.16%	-
Beta	1.38%	-
Alpha	-4.75%	-

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	45.55	64.85
Small Cap	15.02	5.33
Large Cap	23.51	24.12
Mid Cap	15.92	5.7

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	360 ONE Balanced Hybrid Fund Regular - Growth
Others	30.9	56.8
Healthcare	5.69	1.82
Financial Services	6.16	12.58
Basic Materials	16.35	1.66
Technology	16.62	3.92
Consumer Cyclical	14.62	8.14
Communication Services	9.66	2.83
Energy	-	2.34
Industrials	-	8.66
Utilities	-	0.4
Consumer Defensive	-	0.84