Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Kotak Balanced Advantage Fund 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)	₹17339 Cr	₹1022 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	1.64%	4.47%
6 Month	10.47%	17.91%
1 Year	2.79%	-11.36%
3 Year	11.92%	9.49%
5 Year	11.81%	8.62%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.99%	7.73%
1 Year	7.93%	9.37%
3 Year	11.25%	7.5%
5 Year	10.89%	7.93%

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	7.17%	13.46%
Sharp	0.57%	0.19%
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	23.24
Large Cap	49.02	27.7
Mid Cap	10.37	29.77
Small Cap	5.84	19.3

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	31.98	8.65
Communication Services	2.91	0
Energy	5.48	-
Industrials	8.66	4.23
Technology	6.74	30.48
Basic Materials	6.56	11.27
Healthcare	3.69	3.2
Financial Services	17.72	12.82
Consumer Defensive	4.03	-
Real Estate	1.6	-
Utilities	2.45	-
Consumer Cyclical	8.18	29.34