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BANDHAN Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹2193 Cr ₹1011 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 10 Oct 2014 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 24% 260%
Expense Ratio 2.04 2.19
Manager Ritika Behera Rakesh Shetty
ISIN Code INF194KA1UE8 INF247L01585
Exits Load Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month 2.49% 1.09%
6 Month -0.1% -19.21%
1 Year 9.87% -8.6%
3 Year 9.89% 5.76%
5 Year 13.34% 9.02%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 0.99% -7.85%
1 Year 2.52% -23.29%
3 Year 10.9% 1.81%
5 Year 10.01% 4.49%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 9.02% 9.45%
3 Year 8.54% 8.28%
5 Year 8.78% 8.8%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 7.606% 13.896%
Sharp 0.199% -0.047%
Beta - -
Alpha - -

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Fund Managers

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name Ritika Behera Rakesh Shetty
Total AUM ₹43013 Cr ₹33886 Cr
Funds Managed 19 19
BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Others 16.93 32.92
Large Cap 63.97 33.5
Small Cap 11.1 16.23
Mid Cap 8 17.36

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Others 16.17 30.21
Communication Services 4.98 5
Energy 3.15 -
Technology 12.95 17.55
Financial Services 25.51 12.79
Basic Materials 6.1 5.77
Industrials 4.74 14.52
Consumer Cyclical 9.51 11.46
Consumer Defensive 6.86 0
Healthcare 7.43 2.7
Utilities 1.15 -
Real Estate 1.46 -

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