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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
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 | ₹937 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.16% | -3.47% |
| 6 Month | 3.02% | 4.31% |
| 1 Year | 4.61% | -7.14% |
| 3 Year | 11.61% | 8.65% |
| 5 Year | 10.66% | 6.61% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.89% | -2.76% |
| 1 Year | 7.8% | 4.37% |
| 3 Year | 10.3% | 3.55% |
| 5 Year | 10.51% | 5.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.89% | 7.59% |
| 3 Year | 11.54% | 8.45% |
| 5 Year | 11.92% | 8.43% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.05% | 14.05% |
| Sharp | 0.68% | 0.24% |
| Beta | 0.99% | 1.34% |
| Alpha | 0.24% | -2.82% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.76 | 51.18 |
| Large Cap | 48.49 | 17.79 |
| Mid Cap | 11.38 | 15.2 |
| Small Cap | 6.36 | 15.84 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.86 | 36.19 |
| Communication Services | 3.07 | 8.98 |
| Energy | 5.6 | - |
| Industrials | 7.82 | 0 |
| Technology | 9.24 | 16.63 |
| Basic Materials | 6.29 | 15.13 |
| Healthcare | 3.36 | 7.54 |
| Financial Services | 18.76 | 0 |
| Consumer Defensive | 3.36 | - |
| Consumer Cyclical | 8.76 | 15.53 |
| Real Estate | 1.64 | - |
| Utilities | 2.23 | - |
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