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

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

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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	Moderately High
Asset Size (Cr)	₹937 Cr	₹1591 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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-4.41%	0.8%
6 Month	-2.5%	2.42%
1 Year	-7.83%	2.22%
3 Year	7.96%	11.9%
5 Year	6.03%	9.13%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-3.23%	1.54%
1 Year	2.31%	8.01%
3 Year	1.89%	9.61%
5 Year	4.89%	9.82%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	7.54%	8.18%
3 Year	8.46%	9.52%
5 Year	8.4%	9.91%

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	0.3%	0.84%
Beta	1.23%	0.83%
Alpha	-1.86%	1.47%

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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	33.88	4175.73
Small Cap	23.29	10.49
Mid Cap	25.04	10.68
Large Cap	17.79	47.4

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	33.88	4175.73
Healthcare Services	5.85	1.1
Pharmaceuticals & Biotechnology	1.69	6.11
Industrial Products	9.99	2.62
Chemicals & Petrochemicals	7.45	0.5
IT - Software	16.63	3.57
Consumer Durables	6.72	2.13
Telecom - Services	8.98	-
Retailing	8.81	3.59
Petroleum Products	-	2.15
Food Products	-	1.41
Construction	-	1.66
Finance	-	3.44
Diversified FMCG	-	2.75
Non - Ferrous Metals	-	0.53
Banks	-	21.71
Automobiles	-	0.66
Capital Markets	-	1.7
Realty	-	2.74
Electrical Equipment	-	1.26
Beverages	-	3.04
Agricultural, Commercial & Construction Vehicles	-	0.99
Power	-	3.16
Aerospace & Defense	-	0.64
Auto Components	-	0.17
Commercial Services & Supplies	-	0.43
Leisure Services	-	0.51