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HDFC Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
HDFC Balanced Advantage Fund - Growth Plan
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.01% | 6.11% |
| 6 Month | -0.95% | -16.24% |
| 1 Year | 7.98% | -5.26% |
| 3 Year | 20.51% | 8.15% |
| 5 Year | 26.26% | 9.4% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.72% | -4% |
| 1 Year | 0.61% | -20.56% |
| 3 Year | 17.09% | 1.94% |
| 5 Year | 19.8% | 4.51% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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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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