SBI Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Invest NowMotilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Invest NowChart 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 | 1.17% | 5.22% |
6 Month | 9.55% | 18.37% |
1 Year | 24.14% | 26.2% |
3 Year | - | 14.06% |
5 Year | - | 13.31% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 10.9% | 7.29% |
3 Year | 27.13% | 24.3% |
5 Year | 27.13% | 35.58% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.29% | 9.3% |
3 Year | 13.57% | 8.18% |
5 Year | - | 8.4% |
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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Get Free Experts GuidanceScheme 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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