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

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

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹913 Cr	₹13047 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	27 Sep 2016	20 Aug 2009
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%	81%
Expense Ratio	2.19	1.69
Manager	Rakesh Shetty	Rahul Dedhia
ISIN Code	INF247L01585	INF754K01285
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	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	1.78%	-1.89%
6 Month	3.83%	5.46%
1 Year	-9.67%	0.62%
3 Year	9.28%	12.47%
5 Year	7.88%	14.11%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	7.05%	2.73%
1 Year	-2.94%	4.15%
3 Year	5.82%	11.5%
5 Year	6.96%	11.66%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	8.82%	9.54%
3 Year	8.08%	11.43%
5 Year	8.82%	11.32%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	14.09%	8.31%
Sharp	0.39%	0.96%
Beta	-	-
Alpha	-	-

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Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Rakesh Shetty	Rahul Dedhia
Total AUM	₹33886 Cr	₹31988 Cr
Funds Managed	19	10
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	39.47	22.7
Large Cap	30.95	56.05
Small Cap	9.1	6.77
Mid Cap	20.47	14.48

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	18.21	19.75
Healthcare	2.41	8.2
Industrials	5.38	5.68
Financial Services	5.51	25.97
Basic Materials	14.83	4.39
Consumer Defensive	0	5.46
Technology	29.03	8.67
Consumer Cyclical	18.02	8.97
Communication Services	6.6	3.26
Energy	-	5.86
Utilities	-	2.95
Real Estate	-	0.83