SBI Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹31166 Cr | ₹1228 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 05 Aug 2021 | 05 Sep 2016 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 39.82% | 260% |
| Expense Ratio | 1.59 | 2.17 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200KA1Y40 | INF247L01585 |
| Exits Load | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.83% | -5.31% |
| 6 Month | 4.11% | 7.99% |
| 1 Year | 19.28% | 11.88% |
| 3 Year | 12.53% | 10.47% |
| 5 Year | - | 10.15% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.2% | 11.99% |
| 3 Year | 16.23% | 16.35% |
| 5 Year | - | 13.1% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.59% | 9.37% |
| 3 Year | 13.32% | 8.11% |
| 5 Year | - | 8.34% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.13% | 9.95% |
| Sharp | - | 0.62% |
| Beta | - | 0.81% |
| Alpha | - | 2.75% |
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| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Rakesh Shetty |
| Total AUM | ₹434274 Cr | ₹33886 Cr |
| Fund Manage | 43 | 19 |
| SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.95 | 19.11 |
| Large Cap | 53.08 | 17.71 |
| Mid Cap | 7.92 | 46.3 |
| Small Cap | 2.55 | 16.86 |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.05 | 24.15 |
| Healthcare | 2.28 | 5.17 |
| Financial | 8.34 | 4.41 |
| Capital Goods | 1.13 | 3.36 |
| Energy | 11.56 | 1.18 |
| Services | 0.41 | 14.57 |
| Materials | 0.27 | - |
| Metals & Mining | 3.2 | - |
| Consumer Staples | 1.45 | 1.56 |
| Communication | 3.13 | 3.03 |
| Technology | 2.35 | 8.26 |
| Automobile | 1.94 | 19.24 |
| Construction | 0.74 | 3 |
| Sovereign | 10.59 | 2.43 |
| Insurance | 2.02 | 9.62 |
| Consumer Discretionary | 0.04 | - |
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