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) | ₹106494 Cr | ₹955 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 | 2.32% | 2.13% |
| 6 Month | 5.07% | 9.36% |
| 1 Year | 8.48% | -3.54% |
| 3 Year | 18.35% | 9.65% |
| 5 Year | 22.23% | 7.89% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.82% | 3.07% |
| 1 Year | 12.24% | 12.58% |
| 3 Year | 15.27% | 6.54% |
| 5 Year | 17.67% | 7.49% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.48% | 7.73% |
| 3 Year | 16.27% | 8.39% |
| 5 Year | 15.08% | 8.48% |
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 | 46.47 |
| Large Cap | 52.86 | 15.43 |
| Small Cap | 5.81 | 16.56 |
| Mid Cap | 6.83 | 21.54 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.65 | 30.64 |
| Communication Services | 3.42 | - |
| Energy | 7.23 | - |
| Technology | 5.36 | 16.58 |
| Industrials | 7.96 | 0.14 |
| Consumer Defensive | 2.64 | - |
| Financial Services | 22.86 | 2.6 |
| Basic Materials | 2.31 | 15.4 |
| Consumer Cyclical | 6.76 | 25.79 |
| Healthcare | 4.04 | 8.84 |
| Real Estate | 1.55 | - |
| Utilities | 4.21 | - |
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