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Compare Motilal Oswal Balanced 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 | 2.21 | 1.34 |
NAV | ₹20.37 | ₹527.06 |
Fund Started | 06 Sep 2016 | 20 Jul 2000 |
Fund Size | ₹928.08 Cr | ₹103041.30 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | 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
2.21
1.34
NAV
₹20.37
₹527.06
Fund Started
06 Sep 2016
20 Jul 2000
Fund Size
₹928.08 Cr
₹103041.30 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
Returns
1 Year | -10.13% | 3.17% |
3 Year | 9.43% | 19.71% |
5 Year | 8.50% | 24.52% |
1 Year
-10.13%
3.17%
3 Year
9.43%
19.71%
5 Year
8.50%
24.52%
Holding Analysis
Equity | 96.26% | 62.37% |
Cash | 3.18% | 10.27% |
Equity
96.26%
62.37%
Cash
3.18%
10.27%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 9.64% |
Shaily Engineering Plastics Ltd. | 9.38% |
Coforge Ltd. | 9.00% |
Ellenbarrie Industrial Gases Ltd. | 8.86% |
Dixon Technologies (India) Ltd. | 8.79% |
Trent Ltd. | 8.77% |
Kalyan Jewellers India Ltd. | 8.08% |
Persistent Systems Ltd. | 6.50% |
One97 Communications Ltd. | 5.45% |
Poonawalla Fincorp Ltd. | 5.09% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.15% |
ICICI Bank Ltd. | 4.54% |
Reliance Industries Ltd. | 3.50% |
Bharti Airtel Ltd. | 3.05% |
State Bank of India | 2.96% |
Infosys Ltd. | 2.40% |
Larsen & Toubro Ltd. | 2.34% |
NTPC Ltd. | 2.27% |
Axis Bank Ltd. | 2.18% |
Coal India Ltd. | 1.95% |
Fund Manager
Name | Ajay Khandelwal | Anil Bamboli |
Start Date | 25 Jul 2025 | 16 Apr 2021 |
Name
Ajay Khandelwal
Anil Bamboli
Start Date
25 Jul 2025
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