Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | High |
Asset Size (Cr) | ₹101080 Cr | ₹1022 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 11 Sep 2000 | 27 Sep 2016 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
Turn Over | 21.38% | 260% |
Expense Ratio | 1.35 | 2.19 |
Manager | Anil Bamboli | Rakesh Shetty |
ISIN Code | INF179K01830 | INF247L01585 |
Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Balance 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 | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.64% | 4.47% |
6 Month | 10.41% | 17.91% |
1 Year | 1.98% | -11.36% |
3 Year | 18.74% | 9.49% |
5 Year | 23.46% | 8.62% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.01% | 7.73% |
1 Year | 8.02% | 9.37% |
3 Year | 15.55% | 7.5% |
5 Year | 18.21% | 7.93% |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.49% | 8.45% |
3 Year | 16.2% | 8.28% |
5 Year | 15.09% | 8.75% |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.18% | 13.46% |
Sharp | 1.14% | 0.19% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Rakesh Shetty |
Total AUM | ₹135442 Cr | ₹33886 Cr |
Funds Managed | 12 | 19 |
HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 35.76 | 23.24 |
Large Cap | 51.34 | 27.7 |
Small Cap | 5.79 | 19.3 |
Mid Cap | 7.11 | 29.77 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 33.05 | 8.65 |
Communication Services | 3.53 | 0 |
Energy | 6.92 | - |
Technology | 5.83 | 30.48 |
Industrials | 8.06 | 4.23 |
Consumer Defensive | 2.72 | - |
Financial Services | 21.59 | 12.82 |
Basic Materials | 2.04 | 11.27 |
Consumer Cyclical | 6.36 | 29.34 |
Real Estate | 1.5 | - |
Healthcare | 4.2 | 3.2 |
Utilities | 4.21 | - |
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