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

Link copied to clipboard!

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invest Now

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

Invest Now

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)	₹17959 Cr	₹872 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	-0.13%	-3.27%
6 Month	0.33%	-3.02%
1 Year	5.74%	-6.58%
3 Year	11.53%	7.5%
5 Year	9.98%	5.63%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.02%	-3.81%
1 Year	6.92%	0.42%
3 Year	9.43%	1.2%
5 Year	9.97%	4.51%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	10.85%	7.49%
3 Year	11.56%	8.45%
5 Year	11.91%	8.4%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	6.96%	14.36%
Sharp	0.74%	0.16%
Beta	1.00%	1.38%
Alpha	0.10%	-4.75%

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	33.76	45.55
Large Cap	48.49	23.51
Mid Cap	11.38	15.92
Small Cap	6.36	15.02

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	29.86	30.9
Communication Services	3.07	9.66
Energy	5.6	-
Industrials	7.82	-
Technology	9.24	16.62
Basic Materials	6.29	16.35
Healthcare	3.36	5.69
Financial Services	18.76	6.16
Consumer Defensive	3.36	-
Consumer Cyclical	8.76	14.62
Real Estate	1.64	-
Utilities	2.23	-