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

Link copied to clipboard!

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

Invest Now

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)	₹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	-2.4%	0.4%
6 Month	2.89%	2.61%
1 Year	-6.1%	3.11%
3 Year	10.2%	12.26%
5 Year	6.64%	9.26%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-2.76%	0.24%
1 Year	4.37%	5.68%
3 Year	3.55%	9.35%
5 Year	5.95%	9.68%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	7.59%	8.18%
3 Year	8.45%	9.48%
5 Year	8.43%	9.93%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	14.05%	6.62%
Sharp	0.24%	0.70%
Beta	1.34%	0.85%
Alpha	-2.82%	0.77%

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	51.18	35.88
Small Cap	15.84	9.95
Mid Cap	15.2	7.97
Large Cap	17.79	46.2

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	36.19	31.43
Consumer Cyclical	15.53	6.47
Healthcare	7.54	7.21
Financial Services	0	26.84
Basic Materials	15.13	1.03
Technology	16.63	5.6
Communication Services	8.98	-
Industrials	0	7.23
Energy	-	2.15
Consumer Defensive	-	7.21
Utilities	-	3.16
Real Estate	-	1.68