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Aditya Birla Sun Life Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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) | ₹7239 Cr | ₹1011 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 |
Trailing Lumpsum Returns
| 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 | 4.59% | 4.62% |
| 6 Month | 4.85% | -11.21% |
| 1 Year | 10.83% | -6.65% |
| 3 Year | 14.95% | 9.92% |
| 5 Year | 15.92% | 9.27% |
SIP Return Analysis
| 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 | 7.16% | 2.12% |
| 1 Year | 12.49% | -12.63% |
| 3 Year | 14.6% | 4.09% |
| 5 Year | 13.19% | 5.88% |
Rolling Lumpsum Returns
| 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 | 11.28% | 8.82% |
| 3 Year | 11.48% | 8.08% |
| 5 Year | 11.23% | 8.82% |
Risk Management
| 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% | 13.896% |
| Sharp | 0.96% | -0.047% |
| Beta | 1% | - |
| Alpha | 1.01% | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.23 | 32.92 |
| Large Cap | 51.42 | 33.5 |
| Mid Cap | 16.21 | 17.36 |
| Small Cap | 4.68 | 16.23 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.03 | 30.21 |
| Telecom - Services | 1.8 | - |
| Petroleum Products | 4.74 | - |
| Electrical Equipment | 1.39 | - |
| IT - Software | 5.61 | - |
| Cement & Cement Products | 2.04 | - |
| Personal Products | 2.18 | - |
| Construction | 1.44 | - |
| Finance | 4.16 | - |
| Retailing | 2.88 | - |
| Banks | 15.59 | - |
| Pharmaceuticals & Biotechnology | 3.7 | - |
| Non - Ferrous Metals | 1.61 | - |
| Realty | 2.58 | - |
| Healthcare Services | 0.89 | - |
| Aerospace & Defense | 0.36 | - |
| Auto Components | 3.28 | - |
| Ferrous Metals | 1.58 | - |
| Transport Infrastructure | 2.02 | - |
| Automobiles | 1.67 | - |
| Industrial Products | 1.81 | - |
| Insurance | 3.04 | - |
| Diversified FMCG | 1.04 | - |
| Consumer Durables | 1.65 | - |
| Diversified Metals | 0.69 | - |
| Oil | 0.58 | - |
| Power | 2.36 | - |
| Fertilizers & Agrochemicals | 0.66 | - |
| Leisure Services | 0.58 | - |
| Metals & Minerals Trading | 0.13 | - |
| Consumable Fuels | 0.27 | - |
| Minerals & Mining | 0.54 | - |
| Transport Services | 0.65 | - |
| Chemicals & Petrochemicals | 0.75 | - |
| Beverages | 2.24 | - |
| Technology | - | 17.55 |
| Healthcare | - | 2.7 |
| Financial Services | - | 12.79 |
| Industrials | - | 14.52 |
| Consumer Cyclical | - | 11.46 |
| Basic Materials | - | 5.77 |
| Communication Services | - | 5 |
| Consumer Defensive | - | 0 |
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