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)	₹987 Cr	₹3431 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	2.85%	-0.05%
6 Month	12.32%	6.24%
1 Year	-8.82%	4.54%
3 Year	9.14%	13.34%
5 Year	8.24%	13.21%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	6.35%	1.29%
1 Year	-0.6%	3.92%
3 Year	5.64%	13.19%
5 Year	6.85%	12.25%

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	13.50%	7.58%
Sharp	0.23%	0.91%
Beta	-	-
Alpha	-	-

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	28.48	36.86
Large Cap	30.04	54.94
Small Cap	16.72	2.84
Mid Cap	24.77	5.37

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	8.32	32.11
Healthcare	10.1	5.67
Financial Services	13.49	22.96
Basic Materials	14.91	3.57
Industrials	3.6	7.13
Technology	24.66	7.07
Consumer Cyclical	19.1	5.44
Communication Services	5.82	2.4
Energy	-	7.26
Consumer Defensive	-	3.25
Utilities	-	2.56
Real Estate	-	0.57