BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹1304 Cr | ₹923 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 08 Dec 2023 | 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 | % | 260% |
Expense Ratio | 2.09 | 2.19 |
Manager | Siddharth Chaudhary | Rakesh Shetty |
ISIN Code | INF0QA701680 | INF247L01585 |
Exits Load | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 |
Trailing Lumpsum Returns
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.57% | 2.87% |
6 Month | 6.33% | -3% |
1 Year | 3.06% | -8.54% |
3 Year | - | 10.91% |
5 Year | - | 8.18% |
SIP Return Analysis
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.19% | 7.8% |
1 Year | 9.04% | -3.1% |
3 Year | - | 5.93% |
5 Year | - | 7.02% |
Rolling Lumpsum Returns
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Year | 3.96% | 8.82% |
3 Year | - | 8.08% |
5 Year | - | 8.82% |
Risk Management
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.09% |
Sharp | - | 0.39% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Rakesh Shetty |
Total AUM | ₹7136 Cr | ₹33886 Cr |
Funds Managed | 8 | 19 |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 17.49 | 24.06 |
Large Cap | 73.32 | 31.7 |
Mid Cap | 5.94 | 24.72 |
Small Cap | 3.26 | 19.52 |
Sector Allocation
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 16.31 | 21.47 |
Energy | 6.41 | - |
Technology | 6.31 | 26.28 |
Industrials | 7.25 | 5.9 |
Basic Materials | 5.93 | 10.92 |
Financial Services | 33.76 | 9.79 |
Consumer Defensive | 7.64 | 0.96 |
Healthcare | 6.15 | 6.23 |
Consumer Cyclical | 4.32 | 11.41 |
Communication Services | 3.87 | 7.04 |
Real Estate | 1.03 | - |
Utilities | 1.02 | - |
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