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

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HDFC Balanced Advantage Fund - Growth Plan

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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	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹94251 Cr	₹1011 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	11 Sep 2000	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	21.38%	260%
Expense Ratio	1.35	2.19
Manager	Anil Bamboli	Rakesh Shetty
ISIN Code	INF179K01830	INF247L01585
Exits Load	HDFC Balanced Advantage Fund - 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	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	2.4%	0.44%
6 Month	0.03%	-17.17%
1 Year	7.27%	-8.98%
3 Year	20%	6.33%
5 Year	24.94%	7.89%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	2.19%	-4.96%
1 Year	1.49%	-21.15%
3 Year	18.39%	2.55%
5 Year	20.82%	4.9%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	18.17%	9.45%
3 Year	15.89%	8.28%
5 Year	14.91%	8.8%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	9.701%	13.896%
Sharp	1.207%	-0.047%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Anil Bamboli	Rakesh Shetty
Total AUM	₹135442 Cr	₹33886 Cr
Funds Managed	12	19
	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	45.54	32.92
Large Cap	52.58	33.5
Small Cap	6.1	16.23
Mid Cap	6.45	17.36

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	43.92	30.21
Communication Services	2.71	5
Energy	7.4	-
Technology	5.37	17.55
Industrials	8.87	14.52
Basic Materials	2	5.77
Financial Services	22.36	12.79
Consumer Cyclical	5.5	11.46
Consumer Defensive	2.65	0
Real Estate	1.44	-
Healthcare	4.17	2.7
Utilities	4.3	-