-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Compare Mutual Funds
Comparing Motilal Oswal Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, dynamic asset allocation
- hybrid, dynamic asset allocation
- Fund Age
- 8 yrs 11 m
- 12 yrs 7 m
- Fund Size
- ₹923 Cr
- ₹7,533 Cr
- 3 months
- 6.54%
- 2.96%
- 6 months
- 2.47%
- 7.19%
- 1 year
- -9.03%
- 6.9%
- 3 year
- 9.79%
- 14.04%
- 5 year
- 8.87%
- 14.97%
- Standard Deviation
- 13.51
- 7.41
- Sharpe
- 0.34
- 1.04
- Beta
- 0.99
- 0.75
- Sortino
- 0.44
- 1.57
- Alpha
- -2.37
- 2.43
- Top 3 sectors
- Technology (18.65%)
- Capital Goods (13.54%)
- Materials (10.92%)
- Financial (21.740000000000002%)
- Technology (6.809999999999999%)
- Metals & Mining (6.1000000000000005%)
- Top 5 holdings
- Coforge Ltd. (11.54%)
- Shaily Engineering Plastics Ltd. (10.92%)
- PG Electroplast Ltd. (7.64%)
- Persistent Systems Ltd. (7.11%)
- Bharti Airtel Ltd. (7.04%)
- GOI (4.140000000000001%)
- ICICI Bank Ltd. (3.94%)
- HDFC Bank Ltd. (3.82%)
- Reliance Industries Ltd. (3.37%)
- Cholamandalam Investment and Finance Company Ltd. (3.2%)
- Equity%
- 64.14835609%
- 70.27558882%
- Debt%
- 12.16026579%
- 17.9596092%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.22%
- 6.85%
- Modified Duration
- 1.55 yrs
- 3.07 yrs
- Avg. Maturity
- 1.76 yrs
- 3.9 yrs
- Avg. Credit Quality
- Very low (Cash & Call Money)
- Low (AAA)
- Expense Ratio
- 0.97%
- 0.69%
- Exit Load
- 1.0% know more
- 0.25% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 50+50 Moderate Index
- CRISIL Hybrid 50+50 Moderate Index
- Min. Investment
- SIP ₹500 & Lumpsum ₹500
- SIP ₹1000 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Rakesh Shetty
- Ajay Khandelwal
- Atul Mehra
- Lovelish Solanki
- Mohit Sharma
- Harish Krishnan
