Baroda BNP Paribas Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-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 Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1228 Cr ₹3969 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Sep 2016 04 Nov 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 260% 173%
Expense Ratio 2.17 1.88
Manager Rakesh Shetty Miten Vora
ISIN Code INF247L01585 INF955L01HC4
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 5.22% 1.5%
6 Month 18.37% 12.26%
1 Year 26.2% 27.11%
3 Year 14.06% 14.58%
5 Year 13.31% 17.45%

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 7.29% 10.7%
3 Year 24.3% 10.7%
5 Year 35.58% 10.7%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 11.23% 16.71%
3 Year 28.35% 39.46%
5 Year 40.24% 54.94%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 9.95% 8.78%
Sharp 0.62% 0.89%
Beta 0.81% 1.12%
Alpha 2.75% 2.8%

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Fund Managers

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Rakesh Shetty Miten Vora
Total AUM ₹33886 Cr ₹6478 Cr
Fund Manage 19 6
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

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

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 19.11 11.57
Large Cap 17.71 48.87
Mid Cap 46.3 12.12
Small Cap 16.86 6.47

Sector Allocation

Scheme Name

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

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 24.15 8.39
Financial 4.41 -
Sovereign 2.43 -
Technology 8.26 -
Construction 3 5.05
Healthcare 5.17 -
Capital Goods 3.36 -
Services 14.57 -
Consumer Staples 1.56 -
Energy 1.18 -
Automobile 19.24 -
Communication 3.03 -
Insurance 9.62 -
Petroleum Products - 5.61
IT - Software - 4.09
Industrial Manufacturing - 1.21
Banks - 18.22
Pharmaceuticals & Biotechnology - 3.69
Non - Ferrous Metals - 0.03
Electrical Equipment - 1.87
Realty - 1.28
Transport Services - 1.18
Capital Markets - 1.56
Finance - 1.92
Telecom - Services - 3.28
Automobiles - 2
Consumer Durables - 2.27
Retailing - 2.82
Power - 4.49
Ferrous Metals - 1.83
Food Products - 0.9
Aerospace & Defense - 2.12
Oil - 0.91
Industrial Products - 1.92
Auto Components - 0.34
Financial Technology (Fintech) - 0.53
Leisure Services - 0.15
Healthcare Services - 0.69
Beverages - 0.68

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