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

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 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) ₹100299 Cr ₹923 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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month 2.04% 3%
6 Month 5.02% -6.66%
1 Year 6.44% -7.47%
3 Year 23.42% 11.33%
5 Year 24.74% 8.73%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 6.98% 7%
1 Year 10.71% -5.96%
3 Year 19.39% 5.66%
5 Year 21.05% 6.79%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 17.82% 8.82%
3 Year 16.09% 8.08%
5 Year 15.02% 8.82%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 9.74% 14.27%
Sharp 1.40% 0.27%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

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

Sector Allocation

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 -

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