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	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

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%

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%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	9.3%	15.6%
3 Year	8.18%	14.73%
5 Year	8.4%	15.71%

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

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