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

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

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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 14.09% 6.75%
Sharp 0.39% 0.96%
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 24.06 34.92
Large Cap 31.7 45.9
Small Cap 19.52 9.74
Mid Cap 24.72 9.45

Sector Allocation

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

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