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)	₹928 Cr	₹3067 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	4.17%	2.17%
6 Month	12.47%	4.8%
1 Year	-6.08%	7.49%
3 Year	9.55%	-
5 Year	8.48%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	-0.81%	0.51%
1 Year	2.78%	6.13%
3 Year	3.62%	-
5 Year	5.76%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	8.02%	10.2%
3 Year	8.33%	-
5 Year	8.58%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	14.05%	-
Sharp	0.24%	-
Beta	1.31%	-
Alpha	-3.31%	-

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	24.87	34.81
Small Cap	19.35	3.33
Large Cap	26.96	57.6
Mid Cap	28.81	4.25

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	6.52	30.78
Consumer Cyclical	28.62	9.3
Healthcare	6.02	3.23
Financial Services	9.71	24.58
Basic Materials	15.46	4.1
Technology	29.74	7.32
Industrials	3.93	4.73
Energy	-	4.51
Consumer Defensive	-	5.02
Communication Services	-	5.09
Utilities	-	1.34