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) | ₹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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