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 | Very High | Very High |
| Asset Size (Cr) | ₹1228 Cr | ₹1446 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 05 Sep 2016 | 01 Jan 2013 |
| 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 | 2.17 | 2.12 |
| Manager | Rakesh Shetty | Mahesh A Chhabria |
| ISIN Code | INF247L01585 | INF917K01KY4 |
| Exits Load | Exit load of 1%, if redeemed within 15 days./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 5.22% | 0.98% |
| 6 Month | 18.37% | 10.57% |
| 1 Year | 26.2% | 23.64% |
| 3 Year | 14.06% | 11.7% |
| 5 Year | 13.31% | 11.86% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.29% | 8.57% |
| 3 Year | 24.3% | 21.35% |
| 5 Year | 35.58% | 33.62% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.3% | 8.46% |
| 3 Year | 8.18% | 8.93% |
| 5 Year | 8.4% | 8.95% |
| 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 | 19.11 | 33.62 |
| Large Cap | 17.71 | 30.99 |
| Mid Cap | 46.3 | 18.95 |
| Small Cap | 16.86 | 16.44 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 24.15 | 2.29 |
| Financial | 4.41 | 33.15 |
| Sovereign | 2.43 | 11.69 |
| Technology | 8.26 | 3.94 |
| Construction | 3 | 6.93 |
| Healthcare | 5.17 | 7.24 |
| Capital Goods | 3.36 | 4.76 |
| Services | 14.57 | 7.59 |
| Consumer Staples | 1.56 | 4.63 |
| Energy | 1.18 | 6.84 |
| Automobile | 19.24 | 1.22 |
| Communication | 3.03 | 2.74 |
| Insurance | 9.62 | - |
| Materials | - | 3.09 |
| Chemicals | - | 1.32 |
| Consumer Discretionary | - | 1.12 |
| Textiles | - | 0.48 |
| Metals & Mining | - | 0.97 |
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