HSBC Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹923 Cr | ₹1526 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 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 3.75% | 1.23% |
6 Month | -5.46% | -0.19% |
1 Year | -6.98% | 5.38% |
3 Year | 12.21% | 13.49% |
5 Year | 8.98% | 11.19% |
SIP Return Analysis
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 7% | 5.07% |
1 Year | -5.96% | 7.01% |
3 Year | 5.66% | 12.61% |
5 Year | 6.79% | 11.1% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 6.95% |
Sharp | 0.27% | 0.77% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Market Cap
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 32.92 | 34.98 |
Mid Cap | 17.36 | 12.01 |
Small Cap | 16.23 | 17.5 |
Large Cap | 33.5 | 35.51 |
Sector Allocation
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 30.21 | 34.7 |
Technology | 17.55 | 8.81 |
Healthcare | 2.7 | 6.65 |
Financial Services | 12.79 | 21.09 |
Industrials | 14.52 | 7.87 |
Consumer Cyclical | 11.46 | 7.2 |
Basic Materials | 5.77 | 1.87 |
Communication Services | 5 | - |
Consumer Defensive | 0 | 2.37 |
Energy | - | 2.98 |
Real Estate | - | 2.71 |
Utilities | - | 3.73 |
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