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Baroda BNP Paribas Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

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

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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