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Axis Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹913 Cr | ₹3342 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 27 Sep 2016 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 260% | 24% |
| Expense Ratio | 2.19 | 2 |
| Manager | Rakesh Shetty | Hardik Shah |
| ISIN Code | INF247L01585 | INF846K01A52 |
| 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 | Axis Balanced 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 | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.71% | -1.99% |
| 6 Month | 1.62% | 3.45% |
| 1 Year | -11.21% | 3.19% |
| 3 Year | 8.48% | 13.44% |
| 5 Year | 7.67% | 13.07% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.05% | 2.21% |
| 1 Year | -2.94% | 5.17% |
| 3 Year | 5.82% | 14.27% |
| 5 Year | 6.96% | 12.94% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.45% | 8.63% |
| 3 Year | 8.28% | 10.55% |
| 5 Year | 8.75% | 10.25% |
Risk Management
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.09% | 7.80% |
| Sharp | 0.39% | 1.16% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rakesh Shetty | Hardik Shah |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Funds Managed | 19 | 12 |
| Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 39.47 | 36.84 |
| Large Cap | 30.95 | 55.12 |
| Small Cap | 9.1 | 3.25 |
| Mid Cap | 20.47 | 4.8 |
Sector Allocation
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.21 | 32.21 |
| Healthcare | 2.41 | 4.45 |
| Industrials | 5.38 | 6.68 |
| Financial Services | 5.51 | 22 |
| Basic Materials | 14.83 | 3.7 |
| Consumer Defensive | 0 | 3.56 |
| Technology | 29.03 | 7.29 |
| Consumer Cyclical | 18.02 | 6.33 |
| Communication Services | 6.6 | 2.72 |
| Energy | - | 8.05 |
| Utilities | - | 2.36 |
| Real Estate | - | 0.64 |
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