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 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

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month 1.53% 5.22%
6 Month 11.93% 18.37%
1 Year 21.27% 26.2%
3 Year 9.75% 14.06%
5 Year 12.4% 13.31%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month - -
1 Year 8.96% 7.29%
3 Year 19.58% 24.3%
5 Year 33.63% 35.58%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 11.44% 11.23%
3 Year 26.27% 28.35%
5 Year 36.2% 40.24%

Risk Management

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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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
Fund Manage 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 -16.01 19.11
Large Cap 62.25 17.71
Mid Cap 9.03 46.3
Small Cap 6.73 16.86

Sector Allocation

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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