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Compare Motilal Oswal Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 4.0 |
Min SIP Amount | ₹500 | ₹250 |
Expense Ratio | 2.26 | 1.88 |
NAV | ₹20.37 | ₹24.84 |
Fund Started | 06 Sep 2016 | 22 Oct 2018 |
Fund Size | ₹928.08 Cr | ₹4361.97 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹250
Expense Ratio
2.26
1.88
NAV
₹20.37
₹24.84
Fund Started
06 Sep 2016
22 Oct 2018
Fund Size
₹928.08 Cr
₹4361.97 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Returns
1 Year | -9.46% | 5.00% |
3 Year | 9.46% | 14.95% |
5 Year | 8.49% | 14.21% |
1 Year
-9.46%
5.00%
3 Year
9.46%
14.95%
5 Year
8.49%
14.21%
Holding Analysis
Equity | 96.26% | 76.75% |
Cash | 3.18% | 6.98% |
Equity
96.26%
76.75%
Cash
3.18%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 9.64% |
Shaily Engineering Plastics Ltd. | 9.38% |
Coforge Ltd. | 9.00% |
Ellenbarrie Industrial Gases Ltd. | 8.86% |
Dixon Technologies (India) Ltd. | 8.79% |
Trent Ltd. | 8.77% |
Kalyan Jewellers India Ltd. | 8.08% |
Persistent Systems Ltd. | 6.50% |
One97 Communications Ltd. | 5.45% |
Poonawalla Fincorp Ltd. | 5.09% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.84% |
ICICI Bank Ltd. | 4.71% |
Reliance Industries Ltd. | 3.13% |
Bharti Airtel Ltd. | 2.80% |
Infosys Ltd. | 2.64% |
Larsen & Toubro Ltd. | 2.52% |
Hindustan Petroleum Corporation Ltd. | 2.13% |
Amber Enterprises India Ltd. | 2.03% |
Ultratech Cement Ltd. | 1.89% |
Sun Pharmaceutical Industries Ltd. | 1.86% |
Fund Manager
Name | Ajay Khandelwal | Miten Vora |
Start Date | 25 Jul 2025 | 22 Aug 2024 |
Name
Ajay Khandelwal
Miten Vora
Start Date
25 Jul 2025
22 Aug 2024
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments. | The scheme seeks to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. |
Launch Date | 06 Sep 2016 | 22 Oct 2018 |
Description
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
The scheme seeks to generate capital appreciation by investing in a portfolio of equity or equity linked securities while the secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.
Launch Date
06 Sep 2016
22 Oct 2018