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

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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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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	High	Very High
Asset Size (Cr)	₹923 Cr	₹4304 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	2.19	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	3.75%	2.75%
6 Month	-5.46%	3.98%
1 Year	-6.98%	8.5%
3 Year	12.21%	18.34%
5 Year	8.98%	16.89%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	7%	9.4%
1 Year	-5.96%	14.95%
3 Year	5.66%	16.39%
5 Year	6.79%	14.75%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	8.82%	14.9%
3 Year	8.08%	14.38%
5 Year	8.82%	15.85%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	14.27%	10.14%
Sharp	0.27%	0.88%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	24.06	28.89
Large Cap	31.7	42.74
Small Cap	19.52	10.96
Mid Cap	24.72	17.41

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	21.47	20.22
Healthcare	6.23	6.85
Financial Services	9.79	25.46
Industrials	5.9	12.13
Basic Materials	10.92	2.09
Consumer Defensive	0.96	5.03
Technology	26.28	5.54
Consumer Cyclical	11.41	8.03
Communication Services	7.04	4.21
Energy	-	5.77
Real Estate	-	2.31
Utilities	-	2.36