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BANDHAN Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹2193 Cr | ₹1011 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 10 Oct 2014 | 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 | 24% | 260% |
| Expense Ratio | 2.04 | 2.19 |
| Manager | Ritika Behera | Rakesh Shetty |
| ISIN Code | INF194KA1UE8 | INF247L01585 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.36% | 1.42% |
| 6 Month | -0.46% | -11.32% |
| 1 Year | 6.38% | -7.56% |
| 3 Year | 13.19% | 10.33% |
| 5 Year | 12.2% | 8.96% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.35% | 3.59% |
| 1 Year | 6.11% | -11.13% |
| 3 Year | 11.3% | 4.13% |
| 5 Year | 10.19% | 5.86% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.94% | 8.82% |
| 3 Year | 8.56% | 8.08% |
| 5 Year | 9.08% | 8.82% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.606% | 13.896% |
| Sharp | 0.199% | -0.047% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Name | Ritika Behera | Rakesh Shetty |
| Total AUM | ₹43013 Cr | ₹33886 Cr |
| Funds Managed | 19 | 19 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.93 | 32.92 |
| Large Cap | 63.97 | 33.5 |
| Small Cap | 11.1 | 16.23 |
| Mid Cap | 8 | 17.36 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.17 | 30.21 |
| Communication Services | 4.98 | 5 |
| Energy | 3.15 | - |
| Technology | 12.95 | 17.55 |
| Financial Services | 25.51 | 12.79 |
| Basic Materials | 6.1 | 5.77 |
| Industrials | 4.74 | 14.52 |
| Consumer Cyclical | 9.51 | 11.46 |
| Consumer Defensive | 6.86 | 0 |
| Healthcare | 7.43 | 2.7 |
| Utilities | 1.15 | - |
| Real Estate | 1.46 | - |
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