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

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 -1.37% 0.73%
6 Month 9.14% 16.48%
1 Year 1.34% -12.59%
3 Year 11.3% 8.9%
5 Year 11.52% 7.84%

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 -0.01% 5.52%
1 Year 3.35% 3.01%
3 Year 10.17% 6.12%
5 Year 10.34% 7.21%

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 11.55% 8.45%
3 Year 11.46% 8.28%
5 Year 12.04% 8.75%

Risk Management

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

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

Sector Allocation

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

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