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

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Moderately High
Asset Size (Cr)	₹913 Cr	₹1555 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	27 Sep 2016	07 Feb 2011
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	260%	49%
Expense Ratio	2.19	2.11
Manager	Rakesh Shetty	Mahesh A Chhabria
ISIN Code	INF247L01585	INF917K01KY4
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Month	3.59%	1.41%
6 Month	-1.58%	4.52%
1 Year	-8.31%	4.39%
3 Year	10.96%	13.36%
5 Year	8.44%	11.21%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	7.8%	4.29%
1 Year	-3.1%	6.43%
3 Year	5.93%	11.97%
5 Year	7.02%	10.77%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	8.82%	8.49%
3 Year	8.08%	9.16%
5 Year	8.82%	9.69%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	14.09%	6.75%
Sharp	0.39%	0.96%
Beta	-	-
Alpha	-	-

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Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Name	Rakesh Shetty	Mahesh A Chhabria
Total AUM	₹33886 Cr	₹15021 Cr
Funds Managed	19	9
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	24.06	34.92
Large Cap	31.7	45.9
Small Cap	19.52	9.74
Mid Cap	24.72	9.45

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	21.47	33.24
Healthcare	6.23	7.6
Financial Services	9.79	28.57
Industrials	5.9	4.12
Basic Materials	10.92	1.19
Consumer Defensive	0.96	4.97
Technology	26.28	6.83
Consumer Cyclical	11.41	5.83
Communication Services	7.04	-
Energy	-	1.86
Utilities	-	3.76
Real Estate	-	2.03