Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

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

Invest Now

Chart Comparison

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

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 1.98% 0.44%
6 Month 0.44% -17.17%
1 Year 7.54% -8.98%
3 Year 10.23% 6.33%
5 Year 12.19% 7.89%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 1.8% -4.96%
1 Year 3.11% -21.15%
3 Year 11.18% 2.55%
5 Year 10.15% 4.9%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 9.02% 9.45%
3 Year 8.54% 8.28%
5 Year 8.78% 8.8%

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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

3Y Returns13.11%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns14.4%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns16.43%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns17.98%

Compare Now

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns6.03%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns6.95%

Compare Now

ICICI Prudential Credit Risk Fund - Growth ICICI Prudential Credit Risk Fund - Growth

3Y Returns7.54%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.11%

Compare Now
Add to Cart Successfully