Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

Invest Now

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 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 1.94% 0.7%
6 Month -10.41% -1%
1 Year -8.54% 6.43%
3 Year 11.53% 13.82%
5 Year 8.9% 11.56%

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month 3.59% 4.26%
1 Year -11.13% 5.46%
3 Year 4.13% 12.07%
5 Year 5.86% 10.77%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Year 8.82% 8.49%
3 Year 8.08% 9.16%
5 Year 8.82% 9.69%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 13.896% 6.954%
Sharp -0.047% 0.453%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 32.92 34.98
Mid Cap 17.36 12.01
Small Cap 16.23 17.5
Large Cap 33.5 35.51

Sector Allocation

Scheme Name

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

HSBC Balanced Advantage Fund - Regular Growth

Others 30.21 34.7
Technology 17.55 8.81
Healthcare 2.7 6.65
Financial Services 12.79 21.09
Industrials 14.52 7.87
Consumer Cyclical 11.46 7.2
Basic Materials 5.77 1.87
Communication Services 5 -
Consumer Defensive 0 2.37
Energy - 2.98
Real Estate - 2.71
Utilities - 3.73

Top Comparisons

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns26.37%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns28.72%

Compare Now

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.5%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.5%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns36.23%

VS

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns29.2%

Compare Now

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns17.76%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns17.2%

Compare Now
Add to Cart Successfully