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

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

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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	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)	₹937 Cr	₹13411 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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-3.02%	1.12%
6 Month	-1.32%	3.61%
1 Year	-6.56%	7.49%
3 Year	8.28%	13.33%
5 Year	6.11%	11.58%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-3.23%	3.75%
1 Year	2.31%	13.41%
3 Year	1.89%	11.35%
5 Year	4.89%	11.3%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	7.49%	9.14%
3 Year	8.45%	11.74%
5 Year	8.4%	11.54%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	9.95%	7.27%
Sharp	0.3%	0.76%
Beta	1.23%	1.13%
Alpha	-1.86%	0.54%

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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	45.55	16.14
Small Cap	15.02	4.62
Large Cap	23.51	61.72
Mid Cap	15.92	15.34

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	30.9	15.9
Healthcare	5.69	-
Financial Services	6.16	-
Basic Materials	16.35	-
Technology	16.62	-
Consumer Cyclical	14.62	-
Communication Services	9.66	-
Petroleum Products	-	5.01
Power	-	1.96
IT - Software	-	6.41
Auto Components	-	1.97
Construction	-	3.06
Retailing	-	2.17
Finance	-	7.48
Consumer Durables	-	1.87
Healthcare Services	-	2.01
Diversified FMCG	-	2.44
Non - Ferrous Metals	-	0.89
Banks	-	17.99
Pharmaceuticals & Biotechnology	-	4.16
Aerospace & Defense	-	1.09
Commercial Services & Supplies	-	0.05
Electrical Equipment	-	1.75
Ferrous Metals	-	1.07
Realty	-	0.4
Automobiles	-	6.88
Other Consumer Services	-	0.03
Telecom - Services	-	3.89
Insurance	-	1.35
Gas	-	0.76
Fertilizers & Agrochemicals	-	0.37
Food Products	-	0.01
Agricultural Food & other Products	-	0.7
Chemicals & Petrochemicals	-	0.86
Industrial Products	-	0.7
Capital Markets	-	1.7
Cement & Cement Products	-	0.92
Transport Services	-	0.63
Textiles & Apparels	-	0.2
Industrial Manufacturing	-	1.14