- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Baroda BNP Paribas Balanced Advantage Fund compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹937 Cr | ₹4697 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -3.27% | -0.32% |
| 6 Month | -3.02% | 0.02% |
| 1 Year | -6.58% | 7.46% |
| 3 Year | 7.5% | 13.76% |
| 5 Year | 5.63% | 11.59% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | -3.81% | 1.35% |
| 1 Year | 0.42% | 9.48% |
| 3 Year | 1.2% | 11.15% |
| 5 Year | 4.51% | 11.83% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 7.49% | 13.21% |
| 3 Year | 8.45% | 14.4% |
| 5 Year | 8.4% | 15.6% |
Risk Management
| 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 | 0.21% | 0.9% |
| Beta | 1.27% | 1.29% |
| Alpha | -3.57% | 1.58% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 45.55 | 30.35 |
| Small Cap | 15.02 | 9.57 |
| Large Cap | 23.51 | 42.19 |
| Mid Cap | 15.92 | 17.9 |
Sector Allocation
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 30.9 | 23.66 |
| Healthcare | 5.69 | 5.82 |
| Financial Services | 6.16 | 20.85 |
| Basic Materials | 16.35 | 2.84 |
| Technology | 16.62 | 7.08 |
| Consumer Cyclical | 14.62 | 11.7 |
| Communication Services | 9.66 | 2.92 |
| Energy | - | 4.88 |
| Industrials | - | 10.71 |
| Consumer Defensive | - | 6.24 |
| Real Estate | - | 2.24 |
| Utilities | - | 1.06 |
Top Comparisons
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns14.95%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.55%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.8%
Franklin India Opportunities Fund - Growth
3Y Returns29.22%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns17.19%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.93%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.71%
