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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) | ₹8800 Cr | ₹937 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 | 0.17% | -3.84% |
| 6 Month | 3.77% | 2.9% |
| 1 Year | 8.39% | -7.81% |
| 3 Year | 12.7% | 8.46% |
| 5 Year | 11.41% | 6.52% |
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 | 2.49% | -0.81% |
| 1 Year | 12.83% | 7.77% |
| 3 Year | 12.39% | 4.22% |
| 5 Year | 11.78% | 6.18% |
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 | 11.45% | 7.59% |
| 3 Year | 11.74% | 8.45% |
| 5 Year | 11.68% | 8.43% |
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% | 14.05% |
| Sharp | 0.89% | 0.24% |
| Beta | 1.09% | 1.34% |
| Alpha | 1.1% | -2.82% |
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 | 40.22 | 51.18 |
| Large Cap | 39.79 | 17.79 |
| Mid Cap | 12.62 | 15.2 |
| Small Cap | 7.37 | 15.84 |
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 | 27.2 | 36.19 |
| Communication Services | 1.22 | 8.98 |
| Energy | 3.41 | - |
| Technology | 8.52 | 16.63 |
| Industrials | 6.76 | 0 |
| Financial Services | 21.94 | 0 |
| Healthcare | 5.38 | 7.54 |
| Basic Materials | 6.73 | 15.13 |
| Real Estate | 3.45 | - |
| Consumer Cyclical | 7.24 | 15.53 |
| Consumer Defensive | 6.04 | - |
| Utilities | 2.11 | - |
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