Kotak Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹16752 Cr | ₹1238 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 | 1.65 | 2.18 |
| 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 | 1.12% | -0.69% |
| 6 Month | 4.71% | 0.66% |
| 1 Year | 15.78% | 11.31% |
| 3 Year | 11.61% | 11.13% |
| 5 Year | 12.13% | 9.56% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.55% | 5.1% |
| 3 Year | 14.4% | 14.34% |
| 5 Year | 13.5% | 12.05% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.19% | 9.37% |
| 3 Year | 11.44% | 8.11% |
| 5 Year | 11.76% | 8.34% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.45% | 9.95% |
| Sharp | 0.94% | 0.62% |
| Beta | 0.76% | 0.81% |
| Alpha | 2.13% | 2.75% |
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| 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 |
| Fund Manage | 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 | 38.48 | 17.11 |
| Large Cap | 33.63 | 16.73 |
| Small Cap | 1.77 | 28.37 |
| Mid Cap | 6.83 | 37.81 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.67 | 17.11 |
| Consumer Staples | 3.11 | - |
| Metals & Mining | 2.47 | - |
| Services | 1.25 | - |
| Healthcare | 1.44 | - |
| Energy | 4.3 | - |
| Financial | 18.22 | - |
| Materials | 0.41 | - |
| Automobile | 3.32 | - |
| Communication | 0.49 | - |
| Sovereign | 15.91 | - |
| Technology | 2.34 | - |
| Construction | 2.02 | 1.02 |
| Chemicals | 0.83 | - |
| Capital Goods | 1.46 | - |
| Consumer Discretionary | 0.47 | - |
| IT - Software | - | 2.43 |
| IT - Services | - | 6.95 |
| Banks | - | 6.65 |
| Pharmaceuticals & Biotechnology | - | 1.05 |
| Transport Infrastructure | - | 4.36 |
| Automobiles | - | 0.55 |
| Finance | - | 14.99 |
| Consumer Durables | - | 0.58 |
| Auto Components | - | 17.7 |
| Leisure Services | - | 2.37 |
| Retailing | - | 9.33 |
| Insurance | - | 11.99 |
| Financial Technology (Fintech) | - | 2.94 |
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