- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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) | ₹1011 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 | 2.19 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.95% | -1.78% |
| 6 Month | -24.43% | -6.12% |
| 1 Year | -8.33% | 4.18% |
| 3 Year | 6.04% | 9.84% |
| 5 Year | 7.14% | 11.4% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -16.24% | -5% |
| 1 Year | -31.4% | -5.49% |
| 3 Year | -0.45% | 9.24% |
| 5 Year | 3.28% | 9.18% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.45% | 8.61% |
| 3 Year | 8.28% | 9.03% |
| 5 Year | 8.8% | 9.29% |
Risk Management
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.896% | 6.954% |
| Sharp | -0.047% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.92 | 34.98 |
| Mid Cap | 17.36 | 12.01 |
| Small Cap | 16.23 | 17.5 |
| Large Cap | 33.5 | 35.51 |
Sector Allocation
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.21 | 34.7 |
| Technology | 17.55 | 8.81 |
| Healthcare | 2.7 | 6.65 |
| Financial Services | 12.79 | 21.09 |
| Industrials | 14.52 | 7.87 |
| Consumer Cyclical | 11.46 | 7.2 |
| Basic Materials | 5.77 | 1.87 |
| Communication Services | 5 | - |
| Consumer Defensive | 0 | 2.37 |
| Energy | - | 2.98 |
| Real Estate | - | 2.71 |
| Utilities | - | 3.73 |
Top Comparisons
UTI Infrastructure Fund-Growth Option
3Y Returns20.11%
HSBC Infrastructure Fund - Regular Growth
3Y Returns20.9%
SBI International Access - US Equity FoF - Regular Plan - Growth
3Y Returns12.27%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns5.89%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.89%
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
3Y Returns10.8%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns6.23%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.09%
