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 | Moderately High | Very High |
| Asset Size (Cr) | ₹2265 Cr | ₹1228 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 05 Oct 2014 | 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 | 24% | 260% |
| Expense Ratio | 1.94 | 2.17 |
| Manager | Ritika Behera | Rakesh Shetty |
| ISIN Code | INF194KA1UE8 | INF247L01585 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.39% | -5.51% |
| 6 Month | 8.02% | 11.55% |
| 1 Year | 18.58% | 16.55% |
| 3 Year | 8.11% | 10.67% |
| 5 Year | 11.05% | 10.44% |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.79% | 11.99% |
| 3 Year | 13.23% | 16.35% |
| 5 Year | 11.93% | 13.1% |
| 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 | -16.01 | 19.11 |
| Large Cap | 62.25 | 17.71 |
| Mid Cap | 9.03 | 46.3 |
| Small Cap | 6.73 | 16.86 |
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | -16.88 | 24.15 |
| Automobiles | 5.83 | - |
| Telecom - Services | 4.16 | - |
| Petroleum Products | 4.12 | - |
| IT - Software | 7.54 | - |
| Cement & Cement Products | 1.18 | - |
| Construction | 2.72 | 3 |
| Ferrous Metals | 1.22 | - |
| Finance | 9.41 | - |
| Retailing | 3.56 | - |
| Diversified FMCG | 2.62 | - |
| Non - Ferrous Metals | 0.55 | - |
| Banks | 13.15 | - |
| Pharmaceuticals & Biotechnology | 3.1 | - |
| Auto Components | 1.38 | - |
| Industrial Manufacturing | 0.36 | - |
| Electrical Equipment | 2.31 | - |
| Personal Products | 2.31 | - |
| Transport Services | 0.55 | - |
| Gas | 0.58 | - |
| Beverages | 1.93 | - |
| Oil | 0.56 | - |
| Entertainment | 0.4 | - |
| Aerospace & Defense | 0.63 | - |
| Realty | 1.7 | - |
| Consumer Durables | 0.67 | - |
| Minerals & Mining | 0.76 | - |
| Food Products | 0.39 | - |
| Fertilizers & Agrochemicals | 0.4 | - |
| Chemicals & Petrochemicals | 0.29 | - |
| Power | 1.66 | - |
| Insurance | 1.18 | 9.62 |
| Leisure Services | 0.36 | - |
| Healthcare Services | 0.77 | - |
| Financial Technology (Fintech) | 0.53 | - |
| Financial | - | 4.41 |
| Sovereign | - | 2.43 |
| Technology | - | 8.26 |
| Healthcare | - | 5.17 |
| Capital Goods | - | 3.36 |
| Services | - | 14.57 |
| Consumer Staples | - | 1.56 |
| Energy | - | 1.18 |
| Automobile | - | 19.24 |
| Communication | - | 3.03 |
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