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

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

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tortoise-icon 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

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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