Axis Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - 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 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 Very High Very High
Asset Size (Cr) ₹817 Cr ₹1979 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 05 Sep 2016 07 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 2.33 2.09
Manager Rakesh Shetty Hardik Shah
ISIN Code INF247L01585 INF846K01A52
Exits Load Exit load of 1%, if redeemed within 15 days./365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months/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 3.39% 3.44%
6 Month 9.61% 13.75%
1 Year 25.67% 27.7%
3 Year 12.14% 13.9%
5 Year 11.6% 12.5%

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 7.29% 12.57%
3 Year 24.3% 26.75%
5 Year 35.58% 41.86%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.23% 12.56%
3 Year 28.35% 32.12%
5 Year 40.24% 45.81%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 9.95% 7.39%
Sharp 0.49% 0.84%
Beta 0.77% 0.95%
Alpha 2.5% 3.27%

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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
Fund Manage 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 19.11 35.88
Mid Cap 46.3 7.43
Small Cap 16.86 5.34
Large Cap 17.71 51.36

Sector Allocation

Scheme Name

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

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 24.15 9.94
Automobile 19.24 6.85
Insurance 9.62 2.43
Services 14.57 1.28
Financial 4.41 28.95
Technology 8.26 4.95
Healthcare 5.17 5.51
Communication 3.03 4.05
Construction 3 3.68
Sovereign 2.43 11.61
Capital Goods 3.36 4.12
Consumer Staples 1.56 3.53
Energy 1.18 7.6
Chemicals - 2.54
Materials - 1.96
Metals & Mining - 1.01

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