HDFC Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
HDFC Balanced Advantage Fund - Growth Plan
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹94866 Cr | ₹1238 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 | 2.18 |
| 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 |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.09% | -0.5% |
| 6 Month | 1.89% | 1.55% |
| 1 Year | 17.75% | 9.68% |
| 3 Year | 22.12% | 11.08% |
| 5 Year | 19.89% | 9.69% |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.12% | 5.1% |
| 3 Year | 22.88% | 14.34% |
| 5 Year | 23.82% | 12.05% |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.18% | 9.37% |
| 3 Year | 15.79% | 8.11% |
| 5 Year | 14.82% | 8.34% |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.4% | 9.95% |
| Sharp | 1.72% | 0.62% |
| Beta | 0.99% | 0.81% |
| Alpha | 11.94% | 2.75% |
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| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Rakesh Shetty |
| Total AUM | ₹135442 Cr | ₹33886 Cr |
| Fund Manage | 12 | 19 |
| HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 46.37 | 17.11 |
| Large Cap | 54.24 | 16.73 |
| Small Cap | 7.04 | 28.37 |
| Mid Cap | 6.84 | 37.81 |
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 46.37 | 17.11 |
| Telecom - Services | 2.55 | - |
| Petroleum Products | 4.95 | - |
| Electrical Equipment | 0.68 | - |
| IT - Software | 4.29 | 2.43 |
| Pharmaceuticals & Biotechnology | 4.04 | 1.05 |
| Industrial Manufacturing | 1.49 | - |
| Cement & Cement Products | 0.19 | - |
| Transport Services | 0.53 | - |
| Construction | 4.24 | 1.02 |
| Finance | 4.25 | 14.99 |
| Ferrous Metals | 0.49 | - |
| Consumer Durables | 0.31 | 0.58 |
| Banks | 18.34 | 6.65 |
| Diversified FMCG | 2.77 | - |
| Non - Ferrous Metals | 0.12 | - |
| Realty | 1.36 | - |
| Agricultural, Commercial & Construction Vehicles | 0.65 | - |
| Leisure Services | 0.06 | 2.37 |
| Automobiles | 3.27 | 0.55 |
| Aerospace & Defense | 1.44 | - |
| Power | 4.23 | - |
| Insurance | 0.84 | 11.99 |
| Personal Products | 0.01 | - |
| Gas | 0.78 | - |
| Agricultural Food & other Products | 0.04 | - |
| Diversified Metals | 0.02 | - |
| Oil | 0.26 | - |
| Food Products | 0.08 | - |
| Entertainment | 0.11 | - |
| Industrial Products | 0.34 | - |
| Auto Components | 0.88 | 17.7 |
| Chemicals & Petrochemicals | 0.37 | - |
| Capital Markets | 0.1 | - |
| Metals & Minerals Trading | 0.1 | - |
| Healthcare Services | 0.23 | - |
| Transport Infrastructure | 0.87 | 4.36 |
| Consumable Fuels | 2.66 | - |
| Financial Technology (Fintech) | 0.05 | 2.94 |
| Minerals & Mining | 0.01 | - |
| Fertilizers & Agrochemicals | 0.09 | - |
| Retailing | 0.03 | 9.33 |
| IT - Services | - | 6.95 |
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