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

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

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

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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)	₹937 Cr	₹4697 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹250
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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	-1.49%	0.13%
6 Month	4.47%	4.08%
1 Year	-5.64%	7.9%
3 Year	9.72%	14.39%
5 Year	6.91%	12.8%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-2.76%	1.17%
1 Year	4.37%	10.69%
3 Year	3.55%	12.36%
5 Year	5.95%	12.57%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	7.59%	13.31%
3 Year	8.45%	14.39%
5 Year	8.43%	15.64%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	14.05%	9.35%
Sharp	0.24%	0.75%
Beta	1.34%	1.30%
Alpha	-2.82%	1.10%

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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	51.18	30.35
Small Cap	15.84	9.57
Mid Cap	15.2	17.9
Large Cap	17.79	42.19

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	36.19	23.66
Consumer Cyclical	15.53	11.7
Healthcare	7.54	5.82
Financial Services	0	20.85
Basic Materials	15.13	2.84
Technology	16.63	7.08
Communication Services	8.98	2.92
Industrials	0	10.71
Energy	-	4.88
Consumer Defensive	-	6.24
Real Estate	-	2.24
Utilities	-	1.06