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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) | ₹103041 Cr | ₹928 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 | 1.32% | 2.8% |
| 6 Month | 5.55% | 11.35% |
| 1 Year | 4.51% | -7.54% |
| 3 Year | 18.21% | 9.45% |
| 5 Year | 23.1% | 8.07% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.04% | 3.41% |
| 1 Year | 11.81% | 11.28% |
| 3 Year | 15.26% | 6.4% |
| 5 Year | 17.84% | 7.41% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.32% | 8.02% |
| 3 Year | 16.26% | 8.33% |
| 5 Year | 15.12% | 8.58% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.75% | 14.05% |
| Sharp | 1.26% | 0.24% |
| Beta | 1.16% | 1.31% |
| Alpha | 5.14% | -3.31% |
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 | 34.5 | 24.87 |
| Large Cap | 52.86 | 26.96 |
| Small Cap | 5.81 | 19.35 |
| Mid Cap | 6.83 | 28.81 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.65 | 6.52 |
| Communication Services | 3.42 | - |
| Energy | 7.23 | - |
| Technology | 5.36 | 29.74 |
| Industrials | 7.96 | 3.93 |
| Consumer Defensive | 2.64 | - |
| Financial Services | 22.86 | 9.71 |
| Basic Materials | 2.31 | 15.46 |
| Consumer Cyclical | 6.76 | 28.62 |
| Healthcare | 4.04 | 6.02 |
| Real Estate | 1.55 | - |
| Utilities | 4.21 | - |
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