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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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) | ₹2302 Cr | ₹913 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.2% | 1.01% |
| 6 Month | 5.99% | 4.29% |
| 1 Year | 4.15% | -10.59% |
| 3 Year | 11.11% | 9.21% |
| 5 Year | 10.9% | 7.94% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.57% | 7.05% |
| 1 Year | 6.71% | -2.94% |
| 3 Year | 11.29% | 5.82% |
| 5 Year | 10.22% | 6.96% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.94% | 8.82% |
| 3 Year | 8.56% | 8.08% |
| 5 Year | 9.08% | 8.82% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.19% | 14.09% |
| Sharp | 0.89% | 0.39% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.76 | 39.47 |
| Large Cap | 55.43 | 30.95 |
| Small Cap | 10.08 | 9.1 |
| Mid Cap | 9.72 | 20.47 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.98 | 18.21 |
| Communication Services | 5.5 | 6.6 |
| Energy | 3.54 | - |
| Technology | 13.68 | 29.03 |
| Financial Services | 23.3 | 5.51 |
| Basic Materials | 4.26 | 14.83 |
| Industrials | 6.34 | 5.38 |
| Consumer Cyclical | 7.46 | 18.02 |
| Consumer Defensive | 6.24 | 0 |
| Healthcare | 7.61 | 2.41 |
| Utilities | 1.92 | - |
| Real Estate | 1.18 | - |
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