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

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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)	₹9480 Cr	₹928 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	-	4.58%
6 Month	-	12.18%
1 Year	-	-6.55%
3 Year	-	9.24%
5 Year	-	8.4%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	-0.97%
1 Year	-	1.69%
3 Year	-	3.1%
5 Year	-	5.47%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	-	8.02%
3 Year	-	8.33%
5 Year	-	8.58%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	6.94%	14.05%
Sharp	0.79%	0.24%
Beta	0.99%	1.31%
Alpha	0.43%	-3.31%

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	24.87
Large Cap	51.08	26.96
Mid Cap	11.66	28.81
Small Cap	7.54	19.35

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	41.92	6.52
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	-
Consumer Cyclical	-	28.62
Healthcare	-	6.02
Financial Services	-	9.71
Basic Materials	-	15.46
Technology	-	29.74
Industrials	-	3.93