Compare Motilal Oswal Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.39
1.3
NAV
₹18.00
₹517.85
Fund Started
06 Sep 2016
20 Jul 2000
Fund Size
₹701.81 Cr
₹98457.75 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.
1 Year
-0.95%
2.78%
3 Year
6.75%
16.33%
5 Year
4.52%
17.59%
Equity
59.23%
68.23%
Cash
26.71%
3.65%
Top 10 Holdings
Bharti Airtel Ltd. | 8.07% |
ICICI Bank Ltd. | 6.87% |
Coforge Ltd. | 6.35% |
Eternal Ltd. | 6.35% |
Kalyan Jewellers India Ltd. | 5.36% |
NTPC Ltd. | 4.48% |
Shaily Engineering Plastics Ltd. | 4.26% |
Bharat Heavy Electricals Ltd. | 3.08% |
ICICI Prudential Asset Management Company Ltd. | 3.03% |
Indusind Bank Ltd. | 3.00% |
ICICI Bank Ltd. | 4.56% |
HDFC Bank Ltd. | 4.20% |
Reliance Industries Ltd. | 4.03% |
State Bank of India | 3.48% |
Bharti Airtel Ltd. | 3.09% |
NTPC Ltd. | 2.39% |
Axis Bank Ltd. | 2.35% |
Larsen & Toubro Ltd. | 2.34% |
Coal India Ltd. | 2.14% |
Infosys Ltd. | 2.07% |
Name
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Start Date
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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
