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Edelweiss Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1022 Cr | ₹12792 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 27 Sep 2016 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 2.19 | 1.69 |
| Manager | Rakesh Shetty | Rahul Dedhia |
| ISIN Code | INF247L01585 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.53% | 2.31% |
| 6 Month | 18.98% | 9.75% |
| 1 Year | -9.67% | 0.21% |
| 3 Year | 9.85% | 12.26% |
| 5 Year | 8.92% | 13.82% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.73% | 2.56% |
| 1 Year | 9.37% | 7.77% |
| 3 Year | 7.5% | 11.18% |
| 5 Year | 7.93% | 11.2% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.45% | 9.41% |
| 3 Year | 8.28% | 11.57% |
| 5 Year | 8.75% | 11.37% |
Risk Management
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.46% | 8.15% |
| Sharp | 0.19% | 0.54% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Rahul Dedhia |
| Total AUM | ₹33886 Cr | ₹31988 Cr |
| Funds Managed | 19 | 10 |
| Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.24 | 23.18 |
| Small Cap | 19.3 | 5.93 |
| Large Cap | 27.7 | 56.22 |
| Mid Cap | 29.77 | 14.67 |
Sector Allocation
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.65 | 20.02 |
| Consumer Cyclical | 29.34 | 9.4 |
| Healthcare | 3.2 | 8.36 |
| Financial Services | 12.82 | 24.49 |
| Basic Materials | 11.27 | 4.52 |
| Industrials | 4.23 | 6.08 |
| Technology | 30.48 | 7.96 |
| Communication Services | 0 | 3.66 |
| Energy | - | 5.47 |
| Utilities | - | 4.03 |
| Consumer Defensive | - | 5.18 |
| Real Estate | - | 0.83 |
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