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)	₹1011 Cr	₹2652 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	5.52%	3.83%
6 Month	-11.64%	4.45%
1 Year	-3.7%	14.73%
3 Year	9.83%	16.06%
5 Year	10.1%	15.02%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-4%	1.81%
1 Year	-20.56%	4.11%
3 Year	1.94%	14.63%
5 Year	4.51%	12.94%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	9.45%	8.22%
3 Year	8.28%	9.95%
5 Year	8.8%	8.8%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	13.896%	8.096%
Sharp	-0.047%	0.607%
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	32.92	34.05
Mid Cap	17.36	5.5
Small Cap	16.23	4.04
Large Cap	33.5	56.4

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	30.21	32.81
Technology	17.55	6.58
Healthcare	2.7	5.99
Financial Services	12.79	21.88
Industrials	14.52	5.28
Consumer Cyclical	11.46	7.77
Basic Materials	5.77	3.97
Communication Services	5	3.08
Consumer Defensive	0	2.51
Energy	-	7.7
Utilities	-	1.99
Real Estate	-	0.43