HSBC Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| 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) | ₹1238 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 | 2.18 | 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 | -0.69% | 1.46% |
| 6 Month | 0.66% | 5.73% |
| 1 Year | 11.31% | 15.73% |
| 3 Year | 11.13% | 11.72% |
| 5 Year | 9.56% | 11.02% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.1% | 13.76% |
| 3 Year | 14.34% | 15.45% |
| 5 Year | 12.05% | 12.97% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.37% | 8.47% |
| 3 Year | 8.11% | 8.89% |
| 5 Year | 8.34% | 8.9% |
| 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 | 0.62% | 0.82% |
| Beta | 0.81% | 0.73% |
| Alpha | 2.75% | 1.73% |
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| 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 |
| Fund Manage | 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 | 17.11 | 33.62 |
| Large Cap | 16.73 | 30.99 |
| Mid Cap | 37.81 | 18.95 |
| Small Cap | 28.37 | 16.44 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 17.11 | 2.29 |
| IT - Software | 2.43 | - |
| IT - Services | 6.95 | - |
| Construction | 1.02 | 6.93 |
| Banks | 6.65 | - |
| Pharmaceuticals & Biotechnology | 1.05 | - |
| Transport Infrastructure | 4.36 | - |
| Automobiles | 0.55 | - |
| Finance | 14.99 | - |
| Consumer Durables | 0.58 | - |
| Auto Components | 17.7 | - |
| Leisure Services | 2.37 | - |
| Retailing | 9.33 | - |
| Insurance | 11.99 | - |
| Financial Technology (Fintech) | 2.94 | - |
| Sovereign | - | 11.69 |
| Energy | - | 6.84 |
| Services | - | 7.59 |
| Technology | - | 3.94 |
| Financial | - | 33.15 |
| Healthcare | - | 7.24 |
| Consumer Staples | - | 4.63 |
| Automobile | - | 1.22 |
| Materials | - | 3.09 |
| Chemicals | - | 1.32 |
| Capital Goods | - | 4.76 |
| Communication | - | 2.74 |
| Consumer Discretionary | - | 1.12 |
| Textiles | - | 0.48 |
| Metals & Mining | - | 0.97 |
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