Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Nippon India Balanced Advantage Fund compare

Link copied to clipboard!

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	High
Asset Size (Cr)	₹9190 Cr	₹923 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	15 Nov 2004	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	334%	260%
Expense Ratio	1.76	2.19
Manager	Ashutosh Bhargava	Rakesh Shetty
ISIN Code	INF204K01596	INF247L01585
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-0.8%	3.75%
6 Month	1.98%	-5.46%
1 Year	12.89%	-6.98%
3 Year	11.83%	12.21%
5 Year	12.32%	8.98%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	7%
1 Year	8.2%	-5.96%
3 Year	14.52%	5.66%
5 Year	13.96%	6.79%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	14.38%	8.82%
3 Year	11.8%	8.08%
5 Year	12.32%	8.82%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.42%	14.27%
Sharp	0.88%	0.27%
Beta	0.86%	-
Alpha	2.82%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Ashutosh Bhargava	Rakesh Shetty
Total AUM	₹121448 Cr	₹33886 Cr
Funds Managed	12	19
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	41.92	24.06
Large Cap	51.08	31.7
Mid Cap	11.66	24.72
Small Cap	7.54	19.52

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	41.92	21.47
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	-
Consumer Durables	2.52	-
Diversified FMCG	3.49	-
Banks	15.43	-
Automobiles	2.54	-
Aerospace & Defense	0.98	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	-
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	-
Insurance	2.85	-
Finance	1.76	-
Transport Services	0.46	-
Retailing	1.61	-
Power	3.35	-
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
Healthcare	-	6.23
Financial Services	-	9.79
Industrials	-	5.9
Basic Materials	-	10.92
Consumer Defensive	-	0.96
Technology	-	26.28
Consumer Cyclical	-	11.41
Communication Services	-	7.04