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

Link copied to clipboard!

tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹94866 Cr ₹1238 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 2.18
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 1.09% -0.5%
6 Month 1.89% 1.55%
1 Year 17.75% 9.68%
3 Year 22.12% 11.08%
5 Year 19.89% 9.69%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month - -
1 Year 10.12% 5.1%
3 Year 22.88% 14.34%
5 Year 23.82% 12.05%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 18.18% 9.37%
3 Year 15.79% 8.11%
5 Year 14.82% 8.34%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 9.4% 9.95%
Sharp 1.72% 0.62%
Beta 0.99% 0.81%
Alpha 11.94% 2.75%

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

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 46.37 17.11
Large Cap 54.24 16.73
Small Cap 7.04 28.37
Mid Cap 6.84 37.81

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

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

Others 46.37 17.11
Telecom - Services 2.55 -
Petroleum Products 4.95 -
Electrical Equipment 0.68 -
IT - Software 4.29 2.43
Pharmaceuticals & Biotechnology 4.04 1.05
Industrial Manufacturing 1.49 -
Cement & Cement Products 0.19 -
Transport Services 0.53 -
Construction 4.24 1.02
Finance 4.25 14.99
Ferrous Metals 0.49 -
Consumer Durables 0.31 0.58
Banks 18.34 6.65
Diversified FMCG 2.77 -
Non - Ferrous Metals 0.12 -
Realty 1.36 -
Agricultural, Commercial & Construction Vehicles 0.65 -
Leisure Services 0.06 2.37
Automobiles 3.27 0.55
Aerospace & Defense 1.44 -
Power 4.23 -
Insurance 0.84 11.99
Personal Products 0.01 -
Gas 0.78 -
Agricultural Food & other Products 0.04 -
Diversified Metals 0.02 -
Oil 0.26 -
Food Products 0.08 -
Entertainment 0.11 -
Industrial Products 0.34 -
Auto Components 0.88 17.7
Chemicals & Petrochemicals 0.37 -
Capital Markets 0.1 -
Metals & Minerals Trading 0.1 -
Healthcare Services 0.23 -
Transport Infrastructure 0.87 4.36
Consumable Fuels 2.66 -
Financial Technology (Fintech) 0.05 2.94
Minerals & Mining 0.01 -
Fertilizers & Agrochemicals 0.09 -
Retailing 0.03 9.33
IT - Services - 6.95

Top Comparisons

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns27.98%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns17.63%

Compare Now

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns12.95%

Compare Now

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns5.95%

VS

Mirae Asset Low Duration Fund- Growth Mirae Asset Low Duration Fund- Growth

3Y Returns5.9%

Compare Now

PGIM India Hybrid Equity Fund - Growth Option PGIM India Hybrid Equity Fund - Growth Option

3Y Returns9.4%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns17.03%

Compare Now
Request call back
Add to Cart Successfully