Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option vs Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Motilal Oswal Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Motilal Oswal Balanced... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹21.59 | ₹546.11 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.55% | 0.78% |
| AUM | ₹743 Cr | ₹107,295 Cr |
| 1M Return | -2.17% | -4.22% |
| 3M Return | +3.51% | -3.6% |
| 6M Return | +13.49% | +2.84% |
| 1Y Return | +0.31% | -2.61% |
| 3Y CAGR | +2.24% | +9.94% |
| 5Y CAGR | +5.57% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Abhiroop Mukherjee, Siddharth Bothra | Srinivas Rao Ravuri |