Compare Motilal Oswal Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.39
1.84
NAV
₹18.00
₹109.42
Fund Started
06 Sep 2016
15 Mar 2000
Fund Size
₹701.81 Cr
₹8539.88 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.25%, if redeemed within 7 days.
1 Year
-0.95%
5.73%
3 Year
6.75%
13.07%
5 Year
4.52%
10.86%
Equity
59.23%
62.53%
Cash
26.71%
18.50%
Top 10 Holdings
Bharti Airtel Ltd. | 8.07% |
ICICI Bank Ltd. | 6.87% |
Coforge Ltd. | 6.35% |
Eternal Ltd. | 6.35% |
Kalyan Jewellers India Ltd. | 5.36% |
NTPC Ltd. | 4.48% |
Shaily Engineering Plastics Ltd. | 4.26% |
Bharat Heavy Electricals Ltd. | 3.08% |
ICICI Prudential Asset Management Company Ltd. | 3.03% |
Indusind Bank Ltd. | 3.00% |
ICICI Bank Ltd. | 3.92% |
HDFC Bank Ltd. | 3.50% |
Reliance Industries Ltd. | 2.76% |
Kotak Mahindra Bank Ltd. | 2.32% |
State Bank of India | 2.20% |
Infosys Ltd. | 2.10% |
Axis Bank Ltd. | 1.88% |
Others | 1.83% |
Tech Mahindra Ltd. | 1.69% |
Hindalco Industries Ltd. | 1.60% |
Name
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Start Date
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Description
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
The Scheme seeks to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.
Launch Date
06 Sep 2016
15 Mar 2000
