Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Axis Balanced Advantage Fund compare

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹913 Cr	₹3342 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	27 Sep 2016	01 Aug 2017
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	260%	24%
Expense Ratio	2.19	2
Manager	Rakesh Shetty	Hardik Shah
ISIN Code	INF247L01585	INF846K01A52
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.71%	-1.99%
6 Month	1.62%	3.45%
1 Year	-11.21%	3.19%
3 Year	8.48%	13.44%
5 Year	7.67%	13.07%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	5.8%	1.73%
1 Year	-4.61%	3.42%
3 Year	4.71%	13.32%
5 Year	6.33%	12.34%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	8.45%	8.63%
3 Year	8.28%	10.55%
5 Year	8.75%	10.25%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	14.09%	7.80%
Sharp	0.39%	1.16%
Beta	-	-
Alpha	-	-

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Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Name	Rakesh Shetty	Hardik Shah
Total AUM	₹33886 Cr	₹0 Cr
Funds Managed	19	12
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	39.47	36.84
Large Cap	30.95	55.12
Small Cap	9.1	3.25
Mid Cap	20.47	4.8

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	18.21	32.21
Healthcare	2.41	4.45
Industrials	5.38	6.68
Financial Services	5.51	22
Basic Materials	14.83	3.7
Consumer Defensive	0	3.56
Technology	29.03	7.29
Consumer Cyclical	18.02	6.33
Communication Services	6.6	2.72
Energy	-	8.05
Utilities	-	2.36
Real Estate	-	0.64