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Compare Motilal Oswal Balance 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 | ₹500 |
Expense Ratio | 2.27 | 1.89 |
NAV | ₹19.08 | ₹24.04 |
Fund Started | 06 Sep 2016 | 22 Oct 2018 |
Fund Size | ₹904.03 Cr | ₹4155.29 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
₹500
Expense Ratio
2.27
1.89
NAV
₹19.08
₹24.04
Fund Started
06 Sep 2016
22 Oct 2018
Fund Size
₹904.03 Cr
₹4155.29 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 | -4.09% | 9.64% |
3 Year | 9.74% | 15.99% |
5 Year | 9.73% | 17.73% |
1 Year
-4.09%
9.64%
3 Year
9.74%
15.99%
5 Year
9.73%
17.73%
Holding Analysis
Equity | 56.12% | 76.90% |
Cash | 26.00% | 8.07% |
Equity
56.12%
76.90%
Cash
26.00%
8.07%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 10.06% |
Shaily Engineering Plastics Ltd. | 8.46% |
Persistent Systems Ltd. | 7.95% |
Bharti Airtel Ltd. | 7.22% |
Polycab India Ltd. | 7.02% |
Trent Ltd. | 5.72% |
ICICI Bank Ltd. | 4.74% |
Bajaj Holdings & Investment Ltd. | 4.64% |
HDFC Bank Ltd. | 4.26% |
Kotak Mahindra Bank Ltd. | 3.91% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.26% |
ICICI Bank Ltd. | 5.07% |
Reliance Industries Ltd. | 3.72% |
Bharti Airtel Ltd. | 2.78% |
Infosys Ltd. | 2.71% |
Kotak Mahindra Bank Ltd. | 2.39% |
Larsen & Toubro Ltd. | 2.29% |
Sun Pharmaceutical Industries Ltd. | 2.20% |
Page Industries Ltd. | 1.98% |
Tata Consultancy Services Ltd. | 1.91% |
Fund Manager
Name | Ajay Khandelwal | Miten Vora |
Start Date | 16 Dec 2021 | 01 Dec 2022 |
Name
Ajay Khandelwal
Miten Vora
Start Date
16 Dec 2021
01 Dec 2022
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