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 | Moderately High | High |
| Asset Size (Cr) | ₹32661 Cr | ₹1238 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 31 Aug 2021 | 27 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 | 1.58 | 2.18 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200KA1Y40 | INF247L01585 |
| Exits Load | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.05% | -8.97% |
| 6 Month | -1.19% | -13.11% |
| 1 Year | 9.41% | -2.73% |
| 3 Year | 12.66% | 6.83% |
| 5 Year | - | 7.29% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.69% | -0.68% |
| 3 Year | 14.1% | 12.33% |
| 5 Year | - | 10.99% |
| 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 | 17.11 |
| Large Cap | 53.08 | 16.73 |
| Mid Cap | 7.92 | 37.81 |
| Small Cap | 2.55 | 28.37 |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.05 | 17.11 |
| Healthcare | 2.28 | - |
| Financial | 8.34 | - |
| Capital Goods | 1.13 | - |
| Energy | 11.56 | - |
| Services | 0.41 | - |
| Materials | 0.27 | - |
| Metals & Mining | 3.2 | - |
| Consumer Staples | 1.45 | - |
| Communication | 3.13 | - |
| Technology | 2.35 | - |
| Automobile | 1.94 | - |
| Construction | 0.74 | 1.02 |
| Sovereign | 10.59 | - |
| Insurance | 2.02 | 11.99 |
| Consumer Discretionary | 0.04 | - |
| IT - Software | - | 2.43 |
| IT - Services | - | 6.95 |
| Banks | - | 6.65 |
| Pharmaceuticals & Biotechnology | - | 1.05 |
| Transport Infrastructure | - | 4.36 |
| Automobiles | - | 0.55 |
| Finance | - | 14.99 |
| Consumer Durables | - | 0.58 |
| Auto Components | - | 17.7 |
| Leisure Services | - | 2.37 |
| Retailing | - | 9.33 |
| Financial Technology (Fintech) | - | 2.94 |
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