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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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tortoise-icon Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk High Risk
Asset Size (Cr) ₹1278 Cr ₹1011 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 -1.57% -12.64%
6 Month -6.34% -18.97%
1 Year 2.36% -8.7%
3 Year - 5.02%
5 Year - 5.54%

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 - -
1 Year -5.97% -23.62%
3 Year - 2.37%
5 Year - 4.93%

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 6.97% 9.45%
3 Year - 8.28%
5 Year - 8.8%

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation - 9.95%
Sharp - 0.62%
Beta - 0.81%
Alpha - 2.75%

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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
Fund Manage 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 21.89 17.11
Large Cap 70.85 16.73
Mid Cap 5.89 37.81
Small Cap 1.37 28.37

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Others 21.89 17.11
Petroleum Products 8.34 -
IT - Software 10.01 2.43
Personal Products 1.4 -
Construction 2.59 1.02
Ferrous Metals 2.32 -
Consumer Durables 1.21 0.58
Diversified FMCG 4.75 -
Non - Ferrous Metals 1.24 -
Banks 17.18 6.65
Pharmaceuticals & Biotechnology 8.41 1.05
Cement & Cement Products 2.61 -
Automobiles 4.81 0.55
Electrical Equipment 0.22 -
Insurance 0.9 11.99
Agricultural Food & other Products 1.9 -
Oil 0.31 -
Food Products 2.05 -
Power 1.21 -
Finance 1.78 14.99
Telecom - Services 2.21 -
Healthcare Services 0.31 -
Beverages 1.38 -
Retailing 0.97 9.33
IT - Services - 6.95
Transport Infrastructure - 4.36
Auto Components - 17.7
Leisure Services - 2.37
Financial Technology (Fintech) - 2.94

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