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

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

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tortoise-icon 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) ₹1011 Cr ₹4078 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

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 5.25% 6.56%
6 Month -21.83% -5.62%
1 Year -7.33% 7.04%
3 Year 6.63% 12.21%
5 Year 9.21% 18.2%

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 -11.68% -0.95%
1 Year -26.58% -1.06%
3 Year 1.35% 12.66%
5 Year 4.3% 12.96%

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 9.45% 15.87%
3 Year 8.28% 14.5%
5 Year 8.8% 15.77%

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 13.896% 10.009%
Sharp -0.047% 0.418%
Beta - -
Alpha - -

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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 32.92 31.15
Mid Cap 17.36 14.66
Small Cap 16.23 11.21
Large Cap 33.5 42.99

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 30.21 26.01
Technology 17.55 7.73
Healthcare 2.7 6.54
Financial Services 12.79 22.52
Industrials 14.52 12.94
Consumer Cyclical 11.46 6.34
Basic Materials 5.77 0.99
Communication Services 5 3.73
Consumer Defensive 0 2.53
Energy - 7.58
Utilities - 3.08

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