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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) ₹1022 Cr ₹4332 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 4.47% 1.77%
6 Month 17.91% 13.26%
1 Year -11.36% 2.79%
3 Year 9.49% 14.07%
5 Year 8.62% 14.15%

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 7.73% 2.27%
1 Year 9.37% 9.33%
3 Year 7.5% 12.81%
5 Year 7.93% 12.61%

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 8.45% 14.36%
3 Year 8.28% 14.5%
5 Year 8.75% 15.98%

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 13.46% 9.43%
Sharp 0.19% 0.66%
Beta - -
Alpha - -

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 23.24 26.99
Small Cap 19.3 9.93
Large Cap 27.7 45.99
Mid Cap 29.77 17.09

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 8.65 17.1
Consumer Cyclical 29.34 9.48
Healthcare 3.2 6.6
Financial Services 12.82 26.34
Basic Materials 11.27 2.45
Industrials 4.23 10.7
Technology 30.48 6.69
Communication Services 0 4.81
Energy - 4.96
Consumer Defensive - 5.4
Real Estate - 3.97
Utilities - 1.5

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