Kotak Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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

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Chart Comparison

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

Overview

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)	₹17874 Cr	₹955 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	1.66	2.19
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	0.18%	-1.19%
6 Month	3.02%	7.5%
1 Year	7.78%	-4.49%
3 Year	12.18%	10.01%
5 Year	11.32%	7.49%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.59%	0.68%
1 Year	9.12%	9.24%
3 Year	11%	5.69%
5 Year	10.86%	7.11%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.04%	7.73%
3 Year	11.53%	8.39%
5 Year	11.96%	8.48%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.06%	14.05%
Sharp	0.72%	0.24%
Beta	0.98%	1.31%
Alpha	0.07%	-3.31%

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
Funds Managed	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	34.42	46.47
Large Cap	48.86	15.43
Mid Cap	10.13	21.54
Small Cap	6.59	16.56

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	31.08	30.64
Communication Services	3.04	-
Energy	5.75	-
Industrials	8.09	0.14
Technology	6.76	16.58
Basic Materials	6.3	15.4
Healthcare	3.65	8.84
Financial Services	18.97	2.6
Consumer Defensive	3.61	-
Consumer Cyclical	8.69	25.79
Real Estate	1.68	-
Utilities	2.38	-