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

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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tortoise-icon Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - 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 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) ₹8282 Cr ₹1011 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

Trailing Lumpsum Returns

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% 7.56%
6 Month 1.98% -10.9%
1 Year 12.89% -2.94%
3 Year 11.83% 9.84%
5 Year 12.32% 9.69%

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month - -4%
1 Year 8.2% -20.56%
3 Year 14.52% 1.94%
5 Year 13.96% 4.51%

Rolling Lumpsum Returns

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% 9.45%
3 Year 11.8% 8.28%
5 Year 12.32% 8.8%

Risk Management

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 6.21% 13.896%
Sharp 0.79% -0.047%
Beta 0.86% -
Alpha 2.82% -

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Fund Managers

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

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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

Others 41.92 32.92
Large Cap 51.08 33.5
Mid Cap 11.66 17.36
Small Cap 7.54 16.23

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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

Others 41.92 30.21
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 -
Technology - 17.55
Healthcare - 2.7
Financial Services - 12.79
Industrials - 14.52
Consumer Cyclical - 11.46
Basic Materials - 5.77
Communication Services - 5
Consumer Defensive - 0

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