BANDHAN Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹2268 Cr | ₹1238 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 | 2.01 | 2.18 |
| 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 | 2.15% | -0.5% |
| 6 Month | 4.64% | 1.55% |
| 1 Year | 15.06% | 9.68% |
| 3 Year | 9.26% | 11.08% |
| 5 Year | 10.97% | 9.69% |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.47% | 5.1% |
| 3 Year | 13.46% | 14.34% |
| 5 Year | 12.1% | 12.05% |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.89% | 9.37% |
| 3 Year | 8.51% | 8.11% |
| 5 Year | 8.42% | 8.34% |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.89% | 9.95% |
| Sharp | 0.48% | 0.62% |
| Beta | 0.84% | 0.81% |
| Alpha | -0.51% | 2.75% |
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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 |
| Fund Manage | 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 | -21.01 | 17.11 |
| Large Cap | 64.36 | 16.73 |
| Small Cap | 8.27 | 28.37 |
| Mid Cap | 9.73 | 37.81 |
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | -21.01 | 17.11 |
| Telecom - Services | 3.83 | - |
| Realty | 1.43 | - |
| Petroleum Products | 3.2 | - |
| IT - Software | 9.6 | 2.43 |
| Capital Markets | 0.92 | - |
| Cement & Cement Products | 1.03 | - |
| Construction | 2.69 | 1.02 |
| Ferrous Metals | 0.85 | - |
| Retailing | 4.71 | 9.33 |
| Finance | 8.63 | 14.99 |
| Diversified FMCG | 2.42 | - |
| Banks | 14.55 | 6.65 |
| Pharmaceuticals & Biotechnology | 4.45 | 1.05 |
| Auto Components | 1.27 | 17.7 |
| Industrial Manufacturing | 0.37 | - |
| Electrical Equipment | 1.73 | - |
| Automobiles | 4.93 | 0.55 |
| Personal Products | 1.39 | - |
| Transport Services | 0.78 | - |
| Gas | 0.53 | - |
| Beverages | 2.55 | - |
| Diversified Metals | 1.19 | - |
| Oil | 0.29 | - |
| Entertainment | 0.1 | - |
| Aerospace & Defense | 0.59 | - |
| Consumer Durables | 0.64 | 0.58 |
| Healthcare Services | 2.19 | - |
| Food Products | 0.11 | - |
| Power | 1.74 | - |
| Chemicals & Petrochemicals | 0.37 | - |
| Fertilizers & Agrochemicals | 0.47 | - |
| Insurance | 1.42 | 11.99 |
| Leisure Services | 0.37 | 2.37 |
| Financial Technology (Fintech) | 1.02 | 2.94 |
| IT - Services | - | 6.95 |
| Transport Infrastructure | - | 4.36 |
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