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) | ₹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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