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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs HSBC Balanced Advantage Fund compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹1011 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 | 2.19 | 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 | -5.12% | -1.42% |
| 6 Month | -24.26% | -5.23% |
| 1 Year | -9.2% | 4.35% |
| 3 Year | 5.99% | 9.98% |
| 5 Year | 6.17% | 10.75% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -16.24% | -5% |
| 1 Year | -31.4% | -5.49% |
| 3 Year | -0.45% | 9.24% |
| 5 Year | 3.28% | 9.18% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.45% | 8.61% |
| 3 Year | 8.28% | 9.03% |
| 5 Year | 8.8% | 9.29% |
Risk Management
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.896% | 6.954% |
| Sharp | -0.047% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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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 | 32.91804 | 34.97659 |
| Mid Cap | 17.35508 | 12.01377 |
| Small Cap | 16.22703 | 17.49947 |
| Large Cap | 33.49983 | 35.51016 |
Sector Allocation
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.21485 | 34.70067 |
| Technology | 17.549 | 8.81421 |
| Healthcare | 2.70319 | 6.6522 |
| Financial Services | 12.79188 | 21.09418 |
| Industrials | 14.51762 | 7.8656 |
| Consumer Cyclical | 11.45758 | 7.20081 |
| Basic Materials | 5.76878 | 1.87498 |
| Communication Services | 4.99708 | - |
| Consumer Defensive | 0 | 2.36808 |
| Energy | - | 2.98291 |
| Real Estate | - | 2.71297 |
| Utilities | - | 3.73338 |
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