Compare Motilal Oswal Balance Advantage Fund vs HDFC Balanced Advantage Fund
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.18 | 1.35 |
NAV | ₹21.10 | ₹492.47 |
Fund Started | 06 Sep 2016 | 20 Jul 2000 |
Fund Size | ₹1238.19 Cr | ₹94865.65 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 | 13.12% | 25.92% |
3 Year | 9.96% | 19.70% |
5 Year | 9.93% | 20.05% |
Holding Analysis
Equity | 68.42% | 51.72% |
Cash | 17.46% | 18.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
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 |
