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)	₹1022 Cr	₹1554 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	5.53%	1.06%
6 Month	18.98%	9.16%
1 Year	-9.67%	2.1%
3 Year	9.85%	11.95%
5 Year	8.92%	10.07%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	7.73%	2.06%
1 Year	9.37%	6.93%
3 Year	7.5%	11.09%
5 Year	7.93%	10.35%

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	13.46%	6.70%
Sharp	0.19%	0.67%
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	23.24	37.09
Small Cap	19.3	9.74
Large Cap	27.7	46.44
Mid Cap	29.77	6.73

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	8.65	34.43
Consumer Cyclical	29.34	6.41
Healthcare	3.2	7.36
Financial Services	12.82	24.03
Basic Materials	11.27	1.03
Industrials	4.23	5.91
Technology	30.48	6.74
Communication Services	0	-
Energy	-	2.18
Consumer Defensive	-	6.93
Utilities	-	3.13
Real Estate	-	1.84