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)	₹8617 Cr	₹955 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	1.04%	-1.13%
6 Month	4.16%	5.9%
1 Year	7.84%	-6.54%
3 Year	12.47%	8.61%
5 Year	11.86%	7.26%

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	2.68%	2.53%
1 Year	12.75%	12.38%
3 Year	12.66%	6.02%
5 Year	11.99%	7.25%

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	11.48%	7.66%
3 Year	11.73%	8.43%
5 Year	11.68%	8.45%

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%	14.05%
Sharp	0.92%	0.24%
Beta	1.07%	1.31%
Alpha	0.95%	-3.31%

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	14.98	46.47
Large Cap	47.96	15.43
Mid Cap	10.89	21.54
Small Cap	10.6	16.56

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	10.16	30.64
Telecom - Services	1.23	-
Petroleum Products	2.9	-
IT - Software	8.33	-
Construction	1.53	-
Pharmaceuticals & Biotechnology	3.27	-
Non - Ferrous Metals	1.49	-
Insurance	3.27	-
Banks	15.93	-
Realty	3.69	-
Healthcare Services	0.76	-
Cement & Cement Products	0.97	-
Aerospace & Defense	0.02	-
Electrical Equipment	0.83	-
Auto Components	3.54	-
Chemicals & Petrochemicals	1.43	-
Automobiles	1.79	-
Personal Products	1.82	-
Leisure Services	0.48	-
Agricultural Food & other Products	0.66	-
Industrial Products	1.49	-
Finance	4.7	-
IT - Services	0.05	-
Consumer Services	0.31	-
Diversified FMCG	1.01	-
Consumer Durables	2.4	-
Transport Infrastructure	1.17	-
Retailing	1.15	-
Beverages	1.62	-
Diversified Metals	0.83	-
Oil	0.44	-
Power	2.23	-
Fertilizers & Agrochemicals	1.02	-
Capital Markets	0.46	-
Ferrous Metals	1.45	-
Consumer Cyclical	-	25.79
Healthcare	-	8.84
Financial Services	-	2.6
Basic Materials	-	15.4
Technology	-	16.58
Industrials	-	0.14