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)	₹928 Cr	₹12899 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	4.58%	2.24%
6 Month	12.18%	6.01%
1 Year	-6.55%	5.16%
3 Year	9.24%	12.37%
5 Year	8.4%	14.07%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-0.97%	0.71%
1 Year	1.69%	6.33%
3 Year	3.1%	9.71%
5 Year	5.47%	10.38%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	8.02%	9.28%
3 Year	8.33%	11.58%
5 Year	8.58%	11.45%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	13.72%	8.01%
Sharp	0.10%	0.68%
Beta	-	-
Alpha	-	-

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	24.87	24.5
Small Cap	19.35	6.11
Large Cap	26.96	55.37
Mid Cap	28.81	14.03

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	6.52	20.45
Consumer Cyclical	28.62	10.46
Healthcare	6.02	6.59
Financial Services	9.71	26.87
Basic Materials	15.46	5.01
Technology	29.74	8.83
Industrials	3.93	6.38
Energy	-	4.53
Utilities	-	3.12
Consumer Defensive	-	3.63
Real Estate	-	0.52
Communication Services	-	3.6