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

HDFC Balanced Advantage Fund - Growth Plan

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

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Overview

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	-1.13%	-4.19%
6 Month	-1.73%	-4.48%
1 Year	12.99%	2.78%
3 Year	19.86%	8.57%
5 Year	19.44%	8.68%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	-
1 Year	4.05%	-4.49%
3 Year	20.51%	10.65%
5 Year	22.44%	9.91%

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