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)	₹923 Cr	₹3161 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	4.03%	1.44%
6 Month	-5.85%	3.23%
1 Year	-7.73%	7.32%
3 Year	12.01%	16.27%
5 Year	8.72%	13.84%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	8.3%	4.88%
1 Year	-2.8%	9.11%
3 Year	6.26%	15.45%
5 Year	7.26%	13.57%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	8.82%	8.75%
3 Year	8.08%	10.38%
5 Year	8.82%	9.89%

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	24.06	35.01
Large Cap	31.7	56.8
Small Cap	19.52	3.3
Mid Cap	24.72	4.89

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	21.47	32.9
Healthcare	6.23	4.75
Financial Services	9.79	22.09
Industrials	5.9	6.03
Basic Materials	10.92	3.59
Consumer Defensive	0.96	3.22
Technology	26.28	7.41
Consumer Cyclical	11.41	6.89
Communication Services	7.04	2.67
Energy	-	8.07
Utilities	-	2.05
Real Estate	-	0.33