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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) | ₹8371 Cr | ₹928 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 | 2.16% | 4.04% |
| 6 Month | 5.37% | 12.33% |
| 1 Year | 8.29% | -6.23% |
| 3 Year | 12.88% | 9.57% |
| 5 Year | 13.67% | 8.39% |
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 | 2.66% | 3.41% |
| 1 Year | 12.43% | 11.28% |
| 3 Year | 12.67% | 6.4% |
| 5 Year | 11.92% | 7.41% |
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 | 11.08% | 8.02% |
| 3 Year | 11.55% | 8.33% |
| 5 Year | 11.4% | 8.58% |
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% | 14.05% |
| Sharp | 0.9% | 0.24% |
| Beta | 0.13% | 1.31% |
| Alpha | 5.98% | -3.31% |
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 | 26.46 | 24.87 |
| Large Cap | 39.15 | 26.96 |
| Mid Cap | 11.14 | 28.81 |
| Small Cap | 9.27 | 19.35 |
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 | 12.72 | 6.52 |
| Telecom - Services | 1.19 | - |
| Petroleum Products | 2.82 | - |
| IT - Software | 8.3 | - |
| Construction | 1.53 | - |
| Finance | 4.78 | - |
| Pharmaceuticals & Biotechnology | 2.96 | - |
| Non - Ferrous Metals | 1.38 | - |
| Insurance | 3.27 | - |
| Banks | 16.13 | - |
| Realty | 3.2 | - |
| Healthcare Services | 0.65 | - |
| Electrical Equipment | 0.85 | - |
| Auto Components | 3.55 | - |
| Cement & Cement Products | 1.11 | - |
| Chemicals & Petrochemicals | 1.5 | - |
| Automobiles | 2.18 | - |
| Personal Products | 1.96 | - |
| Agricultural Food & other Products | 0.62 | - |
| Industrial Products | 1.58 | - |
| IT - Services | 0.05 | - |
| Diversified FMCG | 0.99 | - |
| Consumer Durables | 2.32 | - |
| Transport Infrastructure | 1.16 | - |
| Retailing | 1.11 | - |
| Beverages | 1.59 | - |
| Diversified Metals | 0.69 | - |
| Oil | 0.42 | - |
| Power | 2.21 | - |
| Fertilizers & Agrochemicals | 1.08 | - |
| Capital Markets | 0.45 | - |
| Ferrous Metals | 1.49 | - |
| Leisure Services | 0.18 | - |
| Consumer Cyclical | - | 28.62 |
| Healthcare | - | 6.02 |
| Financial Services | - | 9.71 |
| Basic Materials | - | 15.46 |
| Technology | - | 29.74 |
| Industrials | - | 3.93 |
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