Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invest NowMotilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Invest NowChart 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) | ₹16986 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 | 11.89% | 9.3% |
3 Year | 11.49% | 8.18% |
5 Year | 11.72% | 8.4% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Top Comparisons
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns13.1%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns12.71%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns10.95%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns9.75%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns14.44%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.4%
Nippon India Short Term Fund-Growth Plan
3Y Returns5.46%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns5.67%