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
1.29
NAV
₹20.30
₹555.44
Fund Started
06 Sep 2016
20 Jul 2000
Fund Size
₹735.74 Cr
₹104016.21 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
-4.47%
-1.03%
3 Year
4.72%
14.01%
5 Year
3.91%
14.33%
Equity
64.91%
69.33%
Cash
7.32%
3.88%
Top 10 Holdings
ICICI Bank Ltd. | 6.88% |
Eternal Ltd. | 5.57% |
Coforge Ltd. | 5.56% |
Shaily Engineering Plastics Ltd. | 5.12% |
NTPC Ltd. | 4.85% |
Bharti Airtel Ltd. | 4.58% |
Indusind Bank Ltd. | 3.60% |
Torrent Pharmaceuticals Ltd. | 3.53% |
ICICI Prudential Asset Management Company Ltd. | 3.40% |
Reliance Industries Ltd. | 3.02% |
ICICI Bank Ltd. | 4.74% |
HDFC Bank Ltd. | 4.33% |
Reliance Industries Ltd. | 3.82% |
State Bank of India | 3.25% |
Bharti Airtel Ltd. | 3.05% |
Larsen & Toubro Ltd. | 2.58% |
Axis Bank Ltd. | 2.46% |
NTPC Ltd. | 2.36% |
Coal India Ltd. | 1.90% |
Infosys Ltd. | 1.82% |
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
