Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Aditya Birla Sun Life Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - 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	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)	₹8157 Cr	₹987 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

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	-2.75%	-4.18%
6 Month	5.42%	-2.17%
1 Year	5.28%	-12.21%
3 Year	12.56%	7.62%
5 Year	13.68%	7.01%

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	2.99%	3.95%
1 Year	6.98%	-8.35%
3 Year	12.03%	3.08%
5 Year	11.63%	5.36%

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	11.15%	8.45%
3 Year	11.52%	8.28%
5 Year	11.34%	8.75%

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	7.39%	13.50%
Sharp	0.86%	0.23%
Beta	1%	-
Alpha	1.37%	-

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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	32.28	28.48
Large Cap	44.2	30.04
Mid Cap	16.78	24.77
Small Cap	6.74	16.72

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	24.07	8.32
Communication Services	1.47	5.82
Energy	4.86	-
Industrials	8.8	3.6
Technology	6.8	24.66
Basic Materials	8.11	14.91
Financial Services	22.19	13.49
Consumer Cyclical	7.45	19.1
Healthcare	5.16	10.1
Real Estate	2.57	-
Consumer Defensive	6.2	-
Utilities	2.31	-