- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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 | Very High Risk | High Risk |
| Asset Size (Cr) | ₹2193 Cr | ₹1011 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 10 Oct 2014 | 27 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 | 2.04 | 2.19 |
| Manager | Ritika Behera | Rakesh Shetty |
| ISIN Code | INF194KA1UE8 | INF247L01585 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | -1.93% | -10.5% |
| 6 Month | -3.62% | -20.98% |
| 1 Year | 7.08% | -7.62% |
| 3 Year | 8.37% | 5.65% |
| 5 Year | 8.99% | 5.64% |
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 | -0.68% | -25.16% |
| 3 Year | 9.38% | 1.77% |
| 5 Year | 9.58% | 4.65% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.02% | 9.45% |
| 3 Year | 8.54% | 8.28% |
| 5 Year | 8.78% | 8.8% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.251% | 12.659% |
| Sharp | 0.317% | 0.107% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | -21.01 | 17.11 |
| Large Cap | 64.36 | 16.73 |
| Small Cap | 8.27 | 28.37 |
| Mid Cap | 9.73 | 37.81 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | -21.01 | 17.11 |
| Telecom - Services | 3.83 | - |
| Realty | 1.43 | - |
| Petroleum Products | 3.2 | - |
| IT - Software | 9.6 | 2.43 |
| Capital Markets | 0.92 | - |
| Cement & Cement Products | 1.03 | - |
| Construction | 2.69 | 1.02 |
| Ferrous Metals | 0.85 | - |
| Retailing | 4.71 | 9.33 |
| Finance | 8.63 | 14.99 |
| Diversified FMCG | 2.42 | - |
| Banks | 14.55 | 6.65 |
| Pharmaceuticals & Biotechnology | 4.45 | 1.05 |
| Auto Components | 1.27 | 17.7 |
| Industrial Manufacturing | 0.37 | - |
| Electrical Equipment | 1.73 | - |
| Automobiles | 4.93 | 0.55 |
| Personal Products | 1.39 | - |
| Transport Services | 0.78 | - |
| Gas | 0.53 | - |
| Beverages | 2.55 | - |
| Diversified Metals | 1.19 | - |
| Oil | 0.29 | - |
| Entertainment | 0.1 | - |
| Aerospace & Defense | 0.59 | - |
| Consumer Durables | 0.64 | 0.58 |
| Healthcare Services | 2.19 | - |
| Food Products | 0.11 | - |
| Power | 1.74 | - |
| Chemicals & Petrochemicals | 0.37 | - |
| Fertilizers & Agrochemicals | 0.47 | - |
| Insurance | 1.42 | 11.99 |
| Leisure Services | 0.37 | 2.37 |
| Financial Technology (Fintech) | 1.02 | 2.94 |
| IT - Services | - | 6.95 |
| Transport Infrastructure | - | 4.36 |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns6.29%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.34%
HDFC Multi-Asset Fund - Growth Option
3Y Returns12.08%
Quant Multi Asset Fund-Growth
3Y Returns18.34%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns14.5%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns18.66%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns20.78%
HSBC Midcap Fund - Regular Growth
3Y Returns19.06%
