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 | 1.69% | 1.42% |
6 Month | 0.72% | -11.32% |
1 Year | 5.7% | -7.56% |
3 Year | 22.6% | 10.33% |
5 Year | 25.22% | 8.96% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.66% | 3.59% |
1 Year | 7.19% | -11.13% |
3 Year | 18.28% | 4.13% |
5 Year | 20.32% | 5.86% |
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 | 9.701% | 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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