SBI Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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SBI Balanced Advantage Fund - Regular Plan - Growth

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - 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	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹32661 Cr	₹1238 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	31 Aug 2021	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	39.82%	260%
Expense Ratio	1.58	2.18
Manager	Pradeep Kesavan	Rakesh Shetty
ISIN Code	INF200KA1Y40	INF247L01585
Exits Load	SBI 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

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-0.97%	-8.71%
6 Month	-1.86%	-14.8%
1 Year	7.31%	-4.96%
3 Year	12.23%	6.05%
5 Year	-	6.59%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	-
1 Year	3.55%	-12.45%
3 Year	13.58%	7.44%
5 Year	-	7.96%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	16.39%	9.45%
3 Year	13.05%	8.28%
5 Year	-	8.8%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	6.13%	9.95%
Sharp	-	0.62%
Beta	-	0.81%
Alpha	-	2.75%

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Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Pradeep Kesavan	Rakesh Shetty
Total AUM	₹434274 Cr	₹33886 Cr
Fund Manage	43	19
	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	29.95	17.11
Large Cap	53.08	16.73
Mid Cap	7.92	37.81
Small Cap	2.55	28.37

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	44.05	17.11
Healthcare	2.28	-
Financial	8.34	-
Capital Goods	1.13	-
Energy	11.56	-
Services	0.41	-
Materials	0.27	-
Metals & Mining	3.2	-
Consumer Staples	1.45	-
Communication	3.13	-
Technology	2.35	-
Automobile	1.94	-
Construction	0.74	1.02
Sovereign	10.59	-
Insurance	2.02	11.99
Consumer Discretionary	0.04	-
IT - Software	-	2.43
IT - Services	-	6.95
Banks	-	6.65
Pharmaceuticals & Biotechnology	-	1.05
Transport Infrastructure	-	4.36
Automobiles	-	0.55
Finance	-	14.99
Consumer Durables	-	0.58
Auto Components	-	17.7
Leisure Services	-	2.37
Retailing	-	9.33
Financial Technology (Fintech)	-	2.94