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Compare Motilal Oswal Balance Advantage Fund vs HDFC Balanced Advantage Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.24 | 1.36 |
NAV | ₹17.90 | ₹476.05 |
Fund Started | 06 Sep 2016 | 20 Jul 2000 |
Fund Size | ₹1011.12 Cr | ₹94251.41 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.24
1.36
NAV
₹17.90
₹476.05
Fund Started
06 Sep 2016
20 Jul 2000
Fund Size
₹1011.12 Cr
₹94251.41 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
Returns
1 Year | -6.50% | 6.23% |
3 Year | 5.82% | 19.42% |
5 Year | 5.91% | 19.12% |
1 Year
-6.50%
6.23%
3 Year
5.82%
19.42%
5 Year
5.91%
19.12%
Holding Analysis
Equity | 62.83% | 53.74% |
Cash | 21.34% | 16.17% |
Equity
62.83%
53.74%
Cash
21.34%
16.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Religare Enterprises Ltd. | 8.49% |
ZF Commercial Vehicle Control Systems India Ltd. | 7.47% |
L&T Technology Services Ltd. | 7.30% |
Fino Payments Bank Ltd. | 6.21% |
Piramal Enterprises Ltd. | 6.12% |
Samvardhana Motherson International Ltd. | 4.39% |
Star Health and Allied Insurance Company Ltd. | 4.34% |
Dreamfolks Services Ltd. | 4.27% |
Dixon Technologies (India) Ltd. | 3.11% |
One97 Communications Ltd. | 3.06% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.29% |
ICICI Bank Ltd. | 3.87% |
State Bank of India | 3.28% |
Reliance Industries Ltd. | 3.05% |
Infosys Ltd. | 2.97% |
NTPC Ltd. | 2.45% |
Larsen & Toubro Ltd. | 2.45% |
Axis Bank Ltd. | 2.43% |
Coal India Ltd. | 2.25% |
ITC Ltd. | 2.23% |
Fund Manager
Name | Ajay Khandelwal | Anil Bamboli |
Start Date | 16 Dec 2021 | 16 Apr 2021 |
Name
Ajay Khandelwal
Anil Bamboli
Start Date
16 Dec 2021
16 Apr 2021
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments. | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 06 Sep 2016 | 20 Jul 2000 |
Description
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Launch Date
06 Sep 2016
20 Jul 2000
