- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 | 2.89% | 1.39% |
| 6 Month | -0.91% | -16.56% |
| 1 Year | 3.5% | -8.3% |
| 3 Year | - | 6.67% |
| 5 Year | - | 8.57% |
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 | 2.25% | -4.96% |
| 1 Year | -0.68% | -21.15% |
| 3 Year | - | 2.55% |
| 5 Year | - | 4.9% |
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 | 5.39% | 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 | - | 13.896% |
| Sharp | - | -0.047% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 15.51 | 32.92 |
| Large Cap | 81.32 | 33.5 |
| Small Cap | 2.14 | 16.23 |
| Mid Cap | 1.02 | 17.36 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 15 | 30.21 |
| Energy | 7.2 | - |
| Technology | 12.57 | 17.55 |
| Consumer Defensive | 10.31 | 0 |
| Industrials | 5.44 | 14.52 |
| Basic Materials | 6.39 | 5.77 |
| Financial Services | 21.41 | 12.79 |
| Healthcare | 10.13 | 2.7 |
| Consumer Cyclical | 6.55 | 11.46 |
| Communication Services | 3.46 | 5 |
| Utilities | 1.53 | - |
Top Comparisons
ITI Multi Cap Fund Regular - Growth
3Y Returns19%
ICICI Prudential Multicap Fund - Growth
3Y Returns20.15%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.82%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns15.36%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns23.41%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns11.59%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.44%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns8.81%
