Baroda BNP Paribas Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹923 Cr | ₹4304 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 27 Sep 2016 | 13 Nov 2018 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 260% | 173% |
Expense Ratio | 2.19 | 1.89 |
Manager | Rakesh Shetty | Miten Vora |
ISIN Code | INF247L01585 | INF955L01HC4 |
Exits Load | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | 2.01% | 2.99% |
6 Month | -6% | 5.42% |
1 Year | -6.84% | 8.77% |
3 Year | 11.61% | 18.46% |
5 Year | 8.91% | 17.25% |
SIP Return Analysis
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 7% | 9.4% |
1 Year | -5.96% | 14.95% |
3 Year | 5.66% | 16.39% |
5 Year | 6.79% | 14.75% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 8.82% | 14.9% |
3 Year | 8.08% | 14.38% |
5 Year | 8.82% | 15.85% |
Risk Management
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 14.27% | 10.14% |
Sharp | 0.27% | 0.88% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Name | Rakesh Shetty | Miten Vora |
Total AUM | ₹33886 Cr | ₹6478 Cr |
Funds Managed | 19 | 6 |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 32.92 | 31.15 |
Mid Cap | 17.36 | 14.66 |
Small Cap | 16.23 | 11.21 |
Large Cap | 33.5 | 42.99 |
Sector Allocation
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 30.21 | 26.01 |
Technology | 17.55 | 7.73 |
Healthcare | 2.7 | 6.54 |
Financial Services | 12.79 | 22.52 |
Industrials | 14.52 | 12.94 |
Consumer Cyclical | 11.46 | 6.34 |
Basic Materials | 5.77 | 0.99 |
Communication Services | 5 | 3.73 |
Consumer Defensive | 0 | 2.53 |
Energy | - | 7.58 |
Utilities | - | 3.08 |
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