BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Invest NowMotilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹1115 Cr | ₹1228 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 07 Dec 2023 | 05 Sep 2016 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
Turn Over | % | 260% |
Expense Ratio | 2.13 | 2.17 |
Manager | Siddharth Chaudhary | Rakesh Shetty |
ISIN Code | INF0QA701680 | INF247L01585 |
Exits Load | Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 | Exit load of 1%, if redeemed within 15 days./365 |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.08% | 5.22% |
6 Month | 10.46% | 18.37% |
1 Year | - | 26.2% |
3 Year | - | 14.06% |
5 Year | - | 13.31% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 4.96% | 7.29% |
3 Year | 4.96% | 24.3% |
5 Year | 4.96% | 35.58% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.9% | 11.23% |
3 Year | 5.9% | 28.35% |
5 Year | 5.9% | 40.24% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 9.95% |
Sharp | - | 0.62% |
Beta | - | 0.81% |
Alpha | - | 2.75% |
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Get Free Experts GuidanceScheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Rakesh Shetty |
Total AUM | ₹7136 Cr | ₹33886 Cr |
Fund Manage | 8 | 19 |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 22.5 | 19.11 |
Large Cap | 74.19 | 17.71 |
Small Cap | 1.19 | 16.86 |
Mid Cap | 2.1 | 46.3 |
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 12.74 | 24.15 |
Technology | 2.51 | 8.26 |
Sovereign | 7.24 | 2.43 |
Financial | 20.95 | 4.41 |
Energy | 7.94 | 1.18 |
Construction | 3.83 | 3 |
Metals & Mining | 4.85 | - |
Materials | 3.27 | - |
Consumer Staples | 12.45 | 1.56 |
Healthcare | 6.93 | 5.17 |
Automobile | 5.97 | 19.24 |
Capital Goods | 3.49 | 3.36 |
Insurance | 0.23 | 9.62 |
Consumer Discretionary | 0.97 | - |
Communication | 4.03 | 3.03 |
Diversified | 1.93 | - |
Services | 0.65 | 14.57 |
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