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) | ₹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 |
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 | -0.45% | 2.46% |
6 Month | 9.38% | 12.78% |
1 Year | 5.91% | -8.39% |
3 Year | 12.76% | 9.01% |
5 Year | 13.64% | 8.04% |
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 | 2.38% | 6.35% |
1 Year | 7.56% | -0.6% |
3 Year | 12.3% | 5.64% |
5 Year | 11.79% | 6.85% |
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 | 11.15% | 8.45% |
3 Year | 11.52% | 8.28% |
5 Year | 11.34% | 8.75% |
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% | 13.50% |
Sharp | 0.99% | 0.23% |
Beta | 0.1% | - |
Alpha | 6.58% | - |
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 | 37.74 | 28.48 |
Large Cap | 42.5 | 30.04 |
Mid Cap | 12.73 | 24.77 |
Small Cap | 7.03 | 16.72 |
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 | 29.34 | 8.32 |
Communication Services | 1.25 | 5.82 |
Energy | 3.71 | - |
Technology | 7.26 | 24.66 |
Basic Materials | 6.87 | 14.91 |
Industrials | 7.56 | 3.6 |
Financial Services | 22.35 | 13.49 |
Consumer Cyclical | 6.46 | 19.1 |
Healthcare | 4.08 | 10.1 |
Real Estate | 3.01 | - |
Consumer Defensive | 5.94 | - |
Utilities | 2.17 | - |
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