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)	₹987 Cr	₹1567 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	2.46%	0.14%
6 Month	12.78%	7.15%
1 Year	-8.39%	3.68%
3 Year	9.01%	11.75%
5 Year	8.04%	10.07%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	6.35%	2.63%
1 Year	-0.6%	5.19%
3 Year	5.64%	11.08%
5 Year	6.85%	10.32%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	8.45%	8.43%
3 Year	8.28%	9.25%
5 Year	8.75%	9.81%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	13.50%	6.62%
Sharp	0.23%	0.82%
Beta	-	-
Alpha	-	-

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	28.48	35.79
Large Cap	30.04	46.49
Small Cap	16.72	10.31
Mid Cap	24.77	7.4

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	8.32	33.54
Healthcare	10.1	7.88
Financial Services	13.49	25.75
Basic Materials	14.91	1.04
Industrials	3.6	5.02
Technology	24.66	6.52
Consumer Cyclical	19.1	5.96
Communication Services	5.82	-
Energy	-	1.77
Consumer Defensive	-	6.89
Utilities	-	3.7
Real Estate	-	1.94