Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Kotak Balanced Advantage Fund 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 | -2.6% | -5.9% |
| 6 Month | -0.58% | -6.18% |
| 1 Year | 11.22% | 0.95% |
| 3 Year | 10.17% | 8.22% |
| 5 Year | 11.31% | 8.35% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.2% | -4.49% |
| 3 Year | 12.39% | 10.65% |
| 5 Year | 12.23% | 9.91% |
| 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 | 33.66 | 17.11 |
| Large Cap | 42.17 | 16.73 |
| Mid Cap | 8.62 | 37.81 |
| Small Cap | 5.6 | 28.37 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.66 | 17.11 |
| Telecom - Services | 1.66 | - |
| Petroleum Products | 3.23 | - |
| Industrial Products | 1.67 | - |
| IT - Software | 8.36 | 2.43 |
| Pharmaceuticals & Biotechnology | 1.28 | 1.05 |
| Construction | 1.98 | 1.02 |
| Banks | 10.23 | 6.65 |
| Diversified FMCG | 2.81 | - |
| Non - Ferrous Metals | 0.54 | - |
| Cement & Cement Products | 0.95 | - |
| Ferrous Metals | 0.05 | - |
| Realty | 1.2 | - |
| Power | 1.71 | - |
| Automobiles | 3.08 | 0.55 |
| Personal Products | 0.79 | - |
| Transport Services | 1.39 | - |
| Finance | 1.8 | 14.99 |
| Gas | 0.77 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Consumer Durables | 0.95 | 0.58 |
| Electrical Equipment | 0.52 | - |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.21 | - |
| Oil | 0.42 | - |
| Aerospace & Defense | 0.44 | - |
| Auto Components | 3.07 | 17.7 |
| Chemicals & Petrochemicals | 0.87 | - |
| Retailing | 1.63 | 9.33 |
| Financial Technology (Fintech) | 0.64 | 2.94 |
| Metals & Minerals Trading | 0 | - |
| Healthcare Services | 0.68 | - |
| Consumable Fuels | 0.21 | - |
| Transport Infrastructure | 0 | 4.36 |
| Insurance | 1.09 | 11.99 |
| Beverages | 0.81 | - |
| Industrial Manufacturing | 0.3 | - |
| IT - Services | - | 6.95 |
| Leisure Services | - | 2.37 |
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