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Compare Motilal Oswal Balance Advantage Fund vs HDFC Dynamic PE Ratio Fund of Funds
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.24 | 1 |
NAV | ₹17.90 | ₹37.81 |
Fund Started | 06 Sep 2016 | 17 Jan 2012 |
Fund Size | ₹1011.12 Cr | ₹48.24 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
High
Rating
1.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.24
1
NAV
₹17.90
₹37.81
Fund Started
06 Sep 2016
17 Jan 2012
Fund Size
₹1011.12 Cr
₹48.24 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | -6.50% | 5.95% |
3 Year | 5.82% | 13.13% |
5 Year | 5.91% | 14.52% |
1 Year
-6.50%
5.95%
3 Year
5.82%
13.13%
5 Year
5.91%
14.52%
Holding Analysis
Equity | 62.83% | 0.00% |
Cash | 21.34% | 100.00% |
Equity
62.83%
0.00%
Cash
21.34%
100.00%
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% |
-
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 capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund. |
Launch Date | 06 Sep 2016 | 17 Jan 2012 |
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 capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.
Launch Date
06 Sep 2016
17 Jan 2012
