UTI vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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

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UTI Balanced Advantage Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹913 Cr	₹3036 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	27 Sep 2016	10 Aug 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	260%	%
Expense Ratio	2.19	1.96
Manager	Rakesh Shetty	Sachin Trivedi
ISIN Code	INF247L01585	INF789F1AYT7
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Month	-1.71%	-2.12%
6 Month	1.62%	4.44%
1 Year	-11.21%	4.3%
3 Year	8.48%	-
5 Year	7.67%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	7.05%	2.67%
1 Year	-2.94%	7.17%
3 Year	5.82%	-
5 Year	6.96%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	8.45%	10.61%
3 Year	8.28%	-
5 Year	8.75%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	14.09%	-
Sharp	0.39%	-
Beta	-	-
Alpha	-	-

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Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Name	Rakesh Shetty	Sachin Trivedi
Total AUM	₹33886 Cr	₹7301 Cr
Funds Managed	19	3
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	39.47	35.9
Large Cap	30.95	55.97
Small Cap	9.1	3.34
Mid Cap	20.47	4.79

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	18.21	32.46
Healthcare	2.41	2.56
Industrials	5.38	4.08
Financial Services	5.51	25.82
Basic Materials	14.83	3.59
Consumer Defensive	0	5.32
Technology	29.03	7.39
Consumer Cyclical	18.02	7.09
Communication Services	6.6	5
Energy	-	4.82
Utilities	-	1.88