Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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) | ₹94251 Cr | ₹1011 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 | 2.19 |
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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.83% | 5.25% |
6 Month | -5.19% | -21.83% |
1 Year | 8.6% | -7.33% |
3 Year | 19.83% | 6.63% |
5 Year | 27% | 9.21% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.26% | -12.96% |
1 Year | -2.02% | -25.64% |
3 Year | 17.92% | 1.74% |
5 Year | 20.87% | 4.55% |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.17% | 9.45% |
3 Year | 15.89% | 8.28% |
5 Year | 14.91% | 8.8% |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.701% | 13.896% |
Sharp | 1.207% | -0.047% |
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 | 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 |
Funds Managed | 12 | 19 |
HDFC Balanced Advantage Fund - Growth Plan | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 45.54 | 32.92 |
Large Cap | 52.58 | 33.5 |
Small Cap | 6.1 | 16.23 |
Mid Cap | 6.45 | 17.36 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 43.92 | 30.21 |
Communication Services | 2.71 | 5 |
Energy | 7.4 | - |
Technology | 5.37 | 17.55 |
Industrials | 8.87 | 14.52 |
Basic Materials | 2 | 5.77 |
Financial Services | 22.36 | 12.79 |
Consumer Cyclical | 5.5 | 11.46 |
Consumer Defensive | 2.65 | 0 |
Real Estate | 1.44 | - |
Healthcare | 4.17 | 2.7 |
Utilities | 4.3 | - |
Top Comparisons
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.7%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.11%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.21%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.3%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns6.66%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.59%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns8.74%