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

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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

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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)	₹2320 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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	0.08%	-2.62%
6 Month	3.28%	4.75%
1 Year	3.38%	-7.62%
3 Year	10.84%	8.81%
5 Year	9.8%	6.86%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.84%	-0.81%
1 Year	9.87%	7.77%
3 Year	10.19%	4.22%
5 Year	9.58%	6.18%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	8.59%	7.66%
3 Year	8.77%	8.43%
5 Year	9.26%	8.45%

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%

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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	27.28	46.47
Large Cap	52.63	15.43
Small Cap	8.46	16.56
Mid Cap	11.63	21.54

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	20.43	30.64
Communication Services	6.58	-
Energy	3.56	-
Technology	8.77	16.58
Financial Services	25.8	2.6
Basic Materials	4.22	15.4
Consumer Defensive	5.97	-
Industrials	6.17	0.14
Consumer Cyclical	8.42	25.79
Healthcare	6.41	8.84
Utilities	1.66	-
Real Estate	2.01	-