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 | Very High |
| Asset Size (Cr) | ₹16348 Cr | ₹1228 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 05 Jul 2018 | 05 Sep 2016 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | 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 | 2.17 |
| Manager | Harsha Upadhyaya | Rakesh Shetty |
| ISIN Code | INF174KA1186 | INF247L01585 |
| Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.11% | 5.22% |
| 6 Month | 12.82% | 18.37% |
| 1 Year | 22.94% | 26.2% |
| 3 Year | 12.21% | 14.06% |
| 5 Year | 13.62% | 13.31% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.53% | 7.29% |
| 3 Year | 22.25% | 24.3% |
| 5 Year | 38.84% | 35.58% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.91% | 11.23% |
| 3 Year | 30.76% | 28.35% |
| 5 Year | 41.99% | 40.24% |
| 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 | 19.11 |
| Large Cap | 33.63 | 17.71 |
| Small Cap | 1.77 | 16.86 |
| Mid Cap | 6.83 | 46.3 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.67 | 24.15 |
| Consumer Staples | 3.11 | 1.56 |
| Metals & Mining | 2.47 | - |
| Services | 1.25 | 14.57 |
| Healthcare | 1.44 | 5.17 |
| Energy | 4.3 | 1.18 |
| Financial | 18.22 | 4.41 |
| Materials | 0.41 | - |
| Automobile | 3.32 | 19.24 |
| Communication | 0.49 | 3.03 |
| Sovereign | 15.91 | 2.43 |
| Technology | 2.34 | 8.26 |
| Construction | 2.02 | 3 |
| Chemicals | 0.83 | - |
| Capital Goods | 1.46 | 3.36 |
| Consumer Discretionary | 0.47 | - |
| Insurance | - | 9.62 |
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