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

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	3.87%	4.64%
6 Month	-4.32%	-23.02%
1 Year	6.87%	-9.22%
3 Year	8.46%	5.59%
5 Year	14.6%	10.09%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-1.58%	-12.96%
1 Year	-0.29%	-25.64%
3 Year	10.22%	1.74%
5 Year	9.74%	4.55%

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%

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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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

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

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	-