Aditya Birla Sun Life Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	High
Asset Size (Cr)	₹8034 Cr	₹913 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹500
Launch Date	23 May 2000	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	240%	260%
Expense Ratio	1.8	2.19
Manager	Lovelish Solanki	Rakesh Shetty
ISIN Code	INF084M01AB8	INF247L01585
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-1.38%	-0.54%
6 Month	7.17%	2.83%
1 Year	4.97%	-10.6%
3 Year	13.37%	9.09%
5 Year	14.17%	7.93%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	4.06%	7.05%
1 Year	9.97%	-2.94%
3 Year	13.67%	5.82%
5 Year	12.68%	6.96%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.15%	8.45%
3 Year	11.52%	8.28%
5 Year	11.34%	8.75%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	6.2%	14.09%
Sharp	1.24%	0.39%
Beta	1%	-
Alpha	1.37%	-

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Lovelish Solanki	Rakesh Shetty
Total AUM	₹14756 Cr	₹33886 Cr
Funds Managed	2	19
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	32.28	39.47
Large Cap	44.2	30.95
Mid Cap	16.78	20.47
Small Cap	6.74	9.1

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	24.07	18.21
Communication Services	1.47	6.6
Energy	4.86	-
Industrials	8.8	5.38
Technology	6.8	29.03
Basic Materials	8.11	14.83
Financial Services	22.19	5.51
Consumer Cyclical	7.45	18.02
Healthcare	5.16	2.41
Real Estate	2.57	-
Consumer Defensive	6.2	0
Utilities	2.31	-