Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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) | ₹7239 Cr | ₹1011 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 |
Trailing Lumpsum Returns
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 | 3.85% | 4.03% |
6 Month | 5.9% | -11.88% |
1 Year | 12.55% | -4.84% |
3 Year | 14.91% | 9.66% |
5 Year | 17.63% | 10.64% |
SIP Return Analysis
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 | 6.27% | -0.78% |
1 Year | 11.16% | -15.48% |
3 Year | 14.68% | 3.88% |
5 Year | 13.26% | 5.64% |
Rolling Lumpsum Returns
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 | 11.38% | 9.45% |
3 Year | 11.47% | 8.28% |
5 Year | 11.16% | 8.8% |
Risk Management
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 | 6.2% | 13.896% |
Sharp | 0.81% | -0.047% |
Beta | 0.99% | - |
Alpha | 1.33% | - |
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Fund Managers
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 |
Market Cap
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 25.01 | 32.92 |
Large Cap | 51.99 | 33.5 |
Mid Cap | 16.38 | 17.36 |
Small Cap | 5.03 | 16.23 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 20.8 | 30.21 |
Telecom - Services | 1.68 | - |
Petroleum Products | 4.68 | - |
Electrical Equipment | 1.64 | - |
IT - Software | 5.92 | - |
Cement & Cement Products | 2.05 | - |
Personal Products | 2.11 | - |
Construction | 1.88 | - |
Finance | 4.7 | - |
Retailing | 2.84 | - |
Banks | 15.51 | - |
Pharmaceuticals & Biotechnology | 3.71 | - |
Non - Ferrous Metals | 1.78 | - |
Realty | 2.63 | - |
Healthcare Services | 0.95 | - |
Aerospace & Defense | 0.35 | - |
Auto Components | 3.22 | - |
Ferrous Metals | 1.65 | - |
Automobiles | 1.56 | - |
Industrial Products | 1.83 | - |
Insurance | 2.93 | - |
Diversified FMCG | 1.03 | - |
Consumer Durables | 1.48 | - |
Transport Infrastructure | 1.63 | - |
Diversified Metals | 0.74 | - |
Oil | 0.6 | - |
Power | 2.36 | - |
Fertilizers & Agrochemicals | 0.75 | - |
Leisure Services | 0.56 | - |
Metals & Minerals Trading | 0.14 | - |
Consumable Fuels | 0.29 | - |
Minerals & Mining | 0.59 | - |
Transport Services | 0.78 | - |
Chemicals & Petrochemicals | 0.89 | - |
Beverages | 2.15 | - |
Technology | - | 17.55 |
Healthcare | - | 2.7 |
Financial Services | - | 12.79 |
Industrials | - | 14.52 |
Consumer Cyclical | - | 11.46 |
Basic Materials | - | 5.77 |
Communication Services | - | 5 |
Consumer Defensive | - | 0 |
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