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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) | ₹2324 Cr | ₹937 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 | 0.03% | -4.4% |
| 6 Month | 2.96% | 0.97% |
| 1 Year | 4.97% | -7.07% |
| 3 Year | 11.52% | 9.01% |
| 5 Year | 9.5% | 6.32% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.32% | -2.17% |
| 1 Year | 10.01% | 4.31% |
| 3 Year | 10.22% | 2.74% |
| 5 Year | 9.71% | 5.41% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.58% | 7.59% |
| 3 Year | 8.79% | 8.45% |
| 5 Year | 9.27% | 8.43% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.54% | 14.05% |
| Sharp | 0.61% | 0.24% |
| Beta | 0.90% | 1.34% |
| Alpha | -0.14% | -2.82% |
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 | 27.02 | 51.18 |
| Large Cap | 52.55 | 17.79 |
| Small Cap | 8.75 | 15.84 |
| Mid Cap | 11.68 | 15.2 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.64 | 36.19 |
| Communication Services | 6.61 | 8.98 |
| Energy | 3.7 | - |
| Technology | 10.22 | 16.63 |
| Financial Services | 26.52 | 0 |
| Basic Materials | 4.93 | 15.13 |
| Consumer Defensive | 4.86 | - |
| Industrials | 6 | 0 |
| Consumer Cyclical | 8.79 | 15.53 |
| Healthcare | 5.67 | 7.54 |
| Utilities | 1.04 | - |
| Real Estate | 2.02 | - |
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