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) | ₹955 Cr | ₹4545 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 |
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 | -2.51% | -0.2% |
| 6 Month | 4.38% | 2.21% |
| 1 Year | -7.93% | 3.47% |
| 3 Year | 8.55% | 13.19% |
| 5 Year | 6.89% | 12.41% |
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 | 1.22% | 2.9% |
| 1 Year | 10.21% | 14.23% |
| 3 Year | 4.93% | 12.95% |
| 5 Year | 6.65% | 12.81% |
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 | 7.66% | 13.35% |
| 3 Year | 8.43% | 14.42% |
| 5 Year | 8.45% | 15.66% |
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 | 14.05% | 9.35% |
| Sharp | 0.24% | 0.75% |
| Beta | 1.34% | 1.30% |
| Alpha | -2.82% | 1.10% |
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 | 46.47 | 26.46 |
| Small Cap | 16.56 | 9.32 |
| Large Cap | 15.43 | 44.7 |
| Mid Cap | 21.54 | 19.52 |
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 | 30.64 | 16.89 |
| Consumer Cyclical | 25.79 | 11.92 |
| Healthcare | 8.84 | 5.04 |
| Financial Services | 2.6 | 24.68 |
| Basic Materials | 15.4 | 3.23 |
| Technology | 16.58 | 7.15 |
| Industrials | 0.14 | 11.01 |
| Energy | - | 4.98 |
| Consumer Defensive | - | 5.98 |
| Real Estate | - | 3.72 |
| Utilities | - | 1.12 |
| Communication Services | - | 4.29 |
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