Kotak Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹17343 Cr	₹923 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	03 Aug 2018	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	285.96%	260%
Expense Ratio	1.66	2.19
Manager	Harsha Upadhyaya	Rakesh Shetty
ISIN Code	INF174KA1186	INF247L01585
Exits Load	Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	1.68%	3.75%
6 Month	3.1%	-5.46%
1 Year	7.5%	-6.98%
3 Year	14.4%	12.21%
5 Year	13.59%	8.98%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	6.63%	7%
1 Year	10.98%	-5.96%
3 Year	13.66%	5.66%
5 Year	12.33%	6.79%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.85%	8.82%
3 Year	11.38%	8.08%
5 Year	11.87%	8.82%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.54%	14.27%
Sharp	0.80%	0.27%
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Rakesh Shetty
Total AUM	₹139411 Cr	₹33886 Cr
Funds Managed	11	19
	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	31.23	24.06
Large Cap	52.58	31.7
Mid Cap	10.28	24.72
Small Cap	5.91	19.52

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	100	21.47
Healthcare	-	6.23
Financial Services	-	9.79
Industrials	-	5.9
Basic Materials	-	10.92
Consumer Defensive	-	0.96
Technology	-	26.28
Consumer Cyclical	-	11.41
Communication Services	-	7.04