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

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

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Month -0.91% 2.15%
6 Month 0.42% 5.97%
1 Year 12.17% 16.76%
3 Year 11.67% 12.04%
5 Year 9.59% 11.03%

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 5.1% 13.76%
3 Year 14.34% 15.45%
5 Year 12.05% 12.97%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

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

HSBC Balanced Advantage Fund - Regular Growth

Others 17.11 33.62
Large Cap 16.73 30.99
Mid Cap 37.81 18.95
Small Cap 28.37 16.44

Sector Allocation

Scheme Name

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

HSBC Balanced Advantage Fund - Regular Growth

Others 17.11 2.29
IT - Software 2.43 -
IT - Services 6.95 -
Construction 1.02 6.93
Banks 6.65 -
Pharmaceuticals & Biotechnology 1.05 -
Transport Infrastructure 4.36 -
Automobiles 0.55 -
Finance 14.99 -
Consumer Durables 0.58 -
Auto Components 17.7 -
Leisure Services 2.37 -
Retailing 9.33 -
Insurance 11.99 -
Financial Technology (Fintech) 2.94 -
Sovereign - 11.69
Energy - 6.84
Services - 7.59
Technology - 3.94
Financial - 33.15
Healthcare - 7.24
Consumer Staples - 4.63
Automobile - 1.22
Materials - 3.09
Chemicals - 1.32
Capital Goods - 4.76
Communication - 2.74
Consumer Discretionary - 1.12
Textiles - 0.48
Metals & Mining - 0.97

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