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

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon 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) ₹16649 Cr ₹1011 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

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month 3.88% 4.03%
6 Month 4.64% -11.88%
1 Year 11.13% -4.84%
3 Year 13.92% 9.66%
5 Year 16.35% 10.64%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 5.26% -0.78%
1 Year 9.37% -15.48%
3 Year 13.48% 3.88%
5 Year 12.25% 5.64%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 12.38% 9.45%
3 Year 11.42% 8.28%
5 Year 11.8% 8.8%

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 7.209% 13.896%
Sharp 0.403% -0.047%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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

Others 33.82 32.92
Large Cap 50.18 33.5
Mid Cap 10.11 17.36
Small Cap 5.89 16.23

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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

Others 32.99 30.21
Communication Services 2.42 5
Energy 4.49 -
Industrials 8.3 14.52
Technology 9.8 17.55
Healthcare 3.72 2.7
Financial Services 15.04 12.79
Consumer Defensive 4.48 0
Basic Materials 6.4 5.77
Real Estate 1.74 -
Utilities 2.61 -
Consumer Cyclical 8.03 11.46

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