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

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

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

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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	High	Very High
Asset Size (Cr)	₹1238 Cr	₹4115 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	27 Sep 2016	13 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	2.18	1.89
Manager	Rakesh Shetty	Miten Vora
ISIN Code	INF247L01585	INF955L01HC4
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Data not available./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	-0.5%	1.95%
6 Month	1.55%	3.89%
1 Year	9.68%	15.56%
3 Year	11.08%	13.06%
5 Year	9.69%	15.91%

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	5.1%	12.14%
3 Year	14.34%	16.89%
5 Year	12.05%	16.08%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	9.37%	15.8%
3 Year	8.11%	14.68%
5 Year	8.34%	15.75%

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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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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	17.11	35.61
Large Cap	16.73	44.53
Mid Cap	37.81	12.78
Small Cap	28.37	16.17

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	17.11	35.61
IT - Software	2.43	5.94
IT - Services	6.95	0.49
Construction	1.02	5.79
Banks	6.65	13.81
Pharmaceuticals & Biotechnology	1.05	4.13
Transport Infrastructure	4.36	-
Automobiles	0.55	0.91
Finance	14.99	2.11
Consumer Durables	0.58	1.35
Auto Components	17.7	1.8
Leisure Services	2.37	0.24
Retailing	9.33	4.12
Insurance	11.99	-
Financial Technology (Fintech)	2.94	1.64
Petroleum Products	-	6.14
Electrical Equipment	-	3.08
Industrial Manufacturing	-	2.25
Diversified FMCG	-	0.17
Non - Ferrous Metals	-	0.35
Realty	-	1.37
Miscellaneous	-	0.86
Personal Products	-	0.55
Power	-	5.63
Chemicals & Petrochemicals	-	0.52
Food Products	-	0.27
Aerospace & Defense	-	2.03
Oil	-	0.57
Industrial Products	-	1.67
Household Products	-	0.54
Telecom - Services	-	1.96
Capital Markets	-	1.03
Transport Services	-	0.54
Healthcare Services	-	0.75
Beverages	-	0.87