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

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tortoise-icon HDFC Balanced Advantage Fund Regular Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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