Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

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

Invest Now

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

WhiteOak Capital Pharma and Healthcare Fund-Reg (G) WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

3Y Returns0%

VS

Bandhan Multi Asset Allocation Fund - Reg (G) Bandhan Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns4.58%

VS

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns5.14%

Compare Now

Nippon India Multi Cap Fund-Growth Plan-Growth Option Nippon India Multi Cap Fund-Growth Plan-Growth Option

3Y Returns28.91%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns23.72%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns8.06%

VS

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns12.6%

Compare Now
Request call back
Add to Cart Successfully