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

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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

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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) ₹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% 3%
6 Month -2.36% -20.25%
1 Year 8.79% -8.48%
3 Year 18.86% 5.79%
5 Year 24.97% 8.39%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 1.43% -7.85%
1 Year 0.97% -23.29%
3 Year 18.2% 1.81%
5 Year 20.78% 4.49%

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 - -

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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 -

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