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

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

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Fund Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk High Risk Moderately High
Asset Size (Cr) ₹1011 Cr ₹1504 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 27 Sep 2016 07 Feb 2011
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 260% 49%
Expense Ratio 2.19 2.11
Manager Rakesh Shetty Mahesh A Chhabria
ISIN Code INF247L01585 INF917K01KY4
Exits Load Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Balanced 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 Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Month -9.64% -2.78%
6 Month -16.33% -2.74%
1 Year -6.5% 6.5%
3 Year 5.82% 10.04%
5 Year 5.91% 9.67%

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year -23.62% -1.65%
3 Year 2.37% 10.23%
5 Year 4.93% 9.86%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Year 9.45% 8.61%
3 Year 8.28% 9.03%
5 Year 8.8% 9.29%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 9.95% 5.55%
Sharp 0.62% 0.82%
Beta 0.81% 0.73%
Alpha 2.75% 1.73%

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Fund Managers

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Name Rakesh Shetty Mahesh A Chhabria
Total AUM ₹33886 Cr ₹15021 Cr
Fund Manage 19 9
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Balanced Advantage Fund - Regular Growth

Others 17.11 52.08
Large Cap 16.73 33.67
Mid Cap 37.81 15.24
Small Cap 28.37 18.76

Sector Allocation

Scheme Name

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

HSBC Balanced Advantage Fund - Regular Growth

Others 17.11 52.08
IT - Software 2.43 4.97
IT - Services 6.95 -
Construction 1.02 2.32
Banks 6.65 12.4
Pharmaceuticals & Biotechnology 1.05 7.17
Transport Infrastructure 4.36 -
Automobiles 0.55 0.76
Finance 14.99 4
Consumer Durables 0.58 4.71
Auto Components 17.7 0.79
Leisure Services 2.37 1.77
Retailing 9.33 1.74
Insurance 11.99 -
Financial Technology (Fintech) 2.94 1.72
Petroleum Products - 1.99
Capital Markets - 3.27
Healthcare Services - 1.11
Non - Ferrous Metals - 0.09
Paper, Forest & Jute Products - 0.74
Fertilizers & Agrochemicals - 1.15
Realty - 3.59
Personal Products - 0.14
Industrial Products - 4.55
Electrical Equipment - 1.73
Beverages - 1.78
Power - 3.41
Aerospace & Defense - 0.44
Chemicals & Petrochemicals - 0.59
Commercial Services & Supplies - 0.74

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