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

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

Invest Now

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

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)	₹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	-8.97%	-3.27%
6 Month	-13.11%	-0.33%
1 Year	-2.73%	10.53%
3 Year	6.83%	10.68%
5 Year	7.29%	10.43%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-0.68%	10.24%
3 Year	12.33%	14.72%
5 Year	10.99%	12.57%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	52.08
Large Cap	16.73	33.67
Mid Cap	37.81	15.24
Small Cap	28.37	18.76

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	17.11	52.08
IT - Software	2.43	4.97
IT - Services	6.95	-
Construction	1.02	2.32
Banks	6.65	12.4
Pharmaceuticals & Biotechnology	1.05	7.17
Transport Infrastructure	4.36	-
Automobiles	0.55	0.76
Finance	14.99	4
Consumer Durables	0.58	4.71
Auto Components	17.7	0.79
Leisure Services	2.37	1.77
Retailing	9.33	1.74
Insurance	11.99	-
Financial Technology (Fintech)	2.94	1.72
Petroleum Products	-	1.99
Capital Markets	-	3.27
Healthcare Services	-	1.11
Non - Ferrous Metals	-	0.09
Paper, Forest & Jute Products	-	0.74
Fertilizers & Agrochemicals	-	1.15
Realty	-	3.59
Personal Products	-	0.14
Industrial Products	-	4.55
Electrical Equipment	-	1.73
Beverages	-	1.78
Power	-	3.41
Aerospace & Defense	-	0.44
Chemicals & Petrochemicals	-	0.59
Commercial Services & Supplies	-	0.74