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 Very High
Asset Size (Cr) ₹789 Cr ₹817 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 15 Dec 2023 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 % 260%
Expense Ratio 0 2.33
Manager Siddharth Chaudhary Rakesh Shetty
ISIN Code INF0QA701680 INF247L01585
Exits Load Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 Exit load of 1%, if redeemed within 15 days./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 2.2% 3.39%
6 Month 10.29% 9.61%
1 Year - 25.67%
3 Year - 12.14%
5 Year - 11.6%

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 4.96% 7.29%
3 Year 4.96% 24.3%
5 Year 4.96% 35.58%

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 5.9% 11.23%
3 Year 5.9% 28.35%
5 Year 5.9% 40.24%

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 - 0.49%
Beta - 0.77%
Alpha - 2.5%

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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

Large Cap 74.19 17.71
Others 22.5 19.11
Mid Cap 2.1 46.3
Small Cap 1.19 16.86

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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

Financial 20.95 4.41
Others 12.74 24.15
Sovereign 7.24 2.43
Energy 7.94 1.18
Communication 4.03 3.03
Construction 3.83 3
Consumer Staples 12.45 1.56
Automobile 5.97 19.24
Healthcare 6.93 5.17
Diversified 1.93 -
Metals & Mining 4.85 -
Technology 2.51 8.26
Materials 3.27 -
Capital Goods 3.49 3.36
Consumer Discretionary 0.97 -
Services 0.65 14.57
Insurance 0.23 9.62

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