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)	₹1022 Cr	₹3000 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	5.53%	2.42%
6 Month	18.98%	9.56%
1 Year	-9.67%	3.55%
3 Year	9.85%	-
5 Year	8.92%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	7.73%	2.45%
1 Year	9.37%	9.15%
3 Year	7.5%	-
5 Year	7.93%	-

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	13.46%	-
Sharp	0.19%	-
Beta	-	-
Alpha	-	-

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	23.24	35.35
Small Cap	19.3	3.99
Large Cap	27.7	56.54
Mid Cap	29.77	4.12

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	8.65	31.89
Consumer Cyclical	29.34	8.98
Healthcare	3.2	3.41
Financial Services	12.82	23.95
Basic Materials	11.27	4.18
Industrials	4.23	4.15
Technology	30.48	7.35
Communication Services	0	4.41
Energy	-	4.53
Consumer Defensive	-	5.59
Utilities	-	1.57