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)	₹17537 Cr	₹987 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	-1.4%	0.54%
6 Month	7.08%	9.72%
1 Year	4.73%	-8.19%
3 Year	11.32%	8.6%
5 Year	12%	7.99%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	2%	6.35%
1 Year	5.29%	-0.6%
3 Year	10.95%	5.64%
5 Year	10.77%	6.85%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.55%	8.45%
3 Year	11.46%	8.28%
5 Year	12.04%	8.75%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.10%	13.50%
Sharp	0.78%	0.23%
Beta	-	-
Alpha	-	-

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	34.78	28.48
Large Cap	49.02	30.04
Mid Cap	10.37	24.77
Small Cap	5.84	16.72

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	31.98	8.32
Communication Services	2.91	5.82
Energy	5.48	-
Industrials	8.66	3.6
Technology	6.74	24.66
Basic Materials	6.56	14.91
Healthcare	3.69	10.1
Financial Services	17.72	13.49
Consumer Defensive	4.03	-
Real Estate	1.6	-
Utilities	2.45	-
Consumer Cyclical	8.18	19.1