BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart 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 | High |
| Asset Size (Cr) | ₹1308 Cr | ₹1238 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 08 Dec 2023 | 27 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 | 2.08 | 2.18 |
| Manager | Siddharth Chaudhary | Rakesh Shetty |
| ISIN Code | INF0QA701680 | INF247L01585 |
| Exits Load | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./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 | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.85% | -0.69% |
| 6 Month | -1.22% | 0.66% |
| 1 Year | 8.44% | 11.31% |
| 3 Year | - | 11.13% |
| 5 Year | - | 9.56% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 5.1% |
| 3 Year | - | 14.34% |
| 5 Year | - | 12.05% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | - | 9.37% |
| 3 Year | - | 8.11% |
| 5 Year | - | 8.34% |
| 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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| Scheme 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 | 21.89 | 17.11 |
| Large Cap | 70.85 | 16.73 |
| Mid Cap | 5.89 | 37.81 |
| Small Cap | 1.37 | 28.37 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 21.89 | 17.11 |
| Petroleum Products | 8.34 | - |
| IT - Software | 10.01 | 2.43 |
| Personal Products | 1.4 | - |
| Construction | 2.59 | 1.02 |
| Ferrous Metals | 2.32 | - |
| Consumer Durables | 1.21 | 0.58 |
| Diversified FMCG | 4.75 | - |
| Non - Ferrous Metals | 1.24 | - |
| Banks | 17.18 | 6.65 |
| Pharmaceuticals & Biotechnology | 8.41 | 1.05 |
| Cement & Cement Products | 2.61 | - |
| Automobiles | 4.81 | 0.55 |
| Electrical Equipment | 0.22 | - |
| Insurance | 0.9 | 11.99 |
| Agricultural Food & other Products | 1.9 | - |
| Oil | 0.31 | - |
| Food Products | 2.05 | - |
| Power | 1.21 | - |
| Finance | 1.78 | 14.99 |
| Telecom - Services | 2.21 | - |
| Healthcare Services | 0.31 | - |
| Beverages | 1.38 | - |
| Retailing | 0.97 | 9.33 |
| IT - Services | - | 6.95 |
| Transport Infrastructure | - | 4.36 |
| Auto Components | - | 17.7 |
| Leisure Services | - | 2.37 |
| Financial Technology (Fintech) | - | 2.94 |
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