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

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HDFC Balanced Advantage Fund - Growth Plan

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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 - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹100299 Cr	₹923 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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	1.66%	3.75%
6 Month	3.86%	-5.46%
1 Year	5.8%	-6.98%
3 Year	23.17%	12.21%
5 Year	24.77%	8.98%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	6.98%	7%
1 Year	10.71%	-5.96%
3 Year	19.39%	5.66%
5 Year	21.05%	6.79%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	17.82%	8.82%
3 Year	16.09%	8.08%
5 Year	15.02%	8.82%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	9.74%	14.27%
Sharp	1.40%	0.27%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	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 - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	33.94	24.06
Large Cap	53.07	31.7
Small Cap	6	19.52
Mid Cap	6.99	24.72

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	31.77	21.47
Communication Services	3.4	7.04
Basic Materials	2	10.92
Energy	7.39	-
Technology	6.23	26.28
Industrials	8.65	5.9
Consumer Defensive	2.71	0.96
Financial Services	22.31	9.79
Consumer Cyclical	5.51	11.41
Real Estate	1.45	-
Healthcare	4.16	6.23
Utilities	4.41	-