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

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SBI Balanced Advantage Fund Regular 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 Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	SBI Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹38628 Cr	₹955 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹250	₹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	1.57	2.19
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 Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	0.94%	-1.13%
6 Month	4.58%	5.9%
1 Year	7.45%	-6.54%
3 Year	13.8%	8.61%
5 Year	-	7.26%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	3.47%	1.22%
1 Year	13%	10.21%
3 Year	12.37%	4.93%
5 Year	-	6.65%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	13.41%	7.66%
3 Year	13.32%	8.43%
5 Year	-	8.45%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	6.18%	14.05%
Sharp	1.10%	0.24%
Beta	0.87%	1.34%
Alpha	2.79%	-2.82%

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

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	32.27	46.47
Large Cap	56.48	15.43
Mid Cap	7.48	21.54
Small Cap	3.77	16.56

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	29.2	30.64
Energy	9.36	-
Industrials	4.77	0.14
Technology	4.35	16.58
Basic Materials	5.33	15.4
Consumer Defensive	4.46	-
Consumer Cyclical	6.02	25.79
Financial Services	19.63	2.6
Real Estate	3.82	-
Healthcare	3.46	8.84
Communication Services	3.54	-
Utilities	6.06	-