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

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HDFC Balanced Advantage Fund Regular Growth

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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 Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	HDFC Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	High
Asset Size (Cr)	₹106494 Cr	₹955 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 Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	0.63%	-1.13%
6 Month	3.46%	5.9%
1 Year	4.69%	-6.54%
3 Year	17.39%	8.61%
5 Year	20.59%	7.26%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	2.72%	1.22%
1 Year	11.88%	10.21%
3 Year	14.49%	4.93%
5 Year	17.18%	6.65%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	17.4%	7.66%
3 Year	16.3%	8.43%
5 Year	15.1%	8.45%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	8.69%	14.05%
Sharp	1.18%	0.24%
Beta	1.16%	1.34%
Alpha	4.92%	-2.82%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	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 Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	34.59	46.47
Large Cap	53.19	15.43
Small Cap	5.44	16.56
Mid Cap	6.79	21.54

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	30.57	30.64
Communication Services	3.6	-
Energy	7.59	-
Technology	5.54	16.58
Industrials	8.06	0.14
Consumer Defensive	2.63	-
Financial Services	23.26	2.6
Basic Materials	2.28	15.4
Consumer Cyclical	6.45	25.79
Healthcare	4.03	8.84
Real Estate	1.86	-
Utilities	4.14	-