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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
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 Risk | High Risk |
| Asset Size (Cr) | ₹16649 Cr | ₹1011 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 | -2% | -10.5% |
| 6 Month | -3.9% | -20.98% |
| 1 Year | 7.4% | -7.62% |
| 3 Year | 9.87% | 5.65% |
| 5 Year | 10.72% | 5.64% |
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 | - | - |
| 1 Year | -0.97% | -25.16% |
| 3 Year | 10% | 1.77% |
| 5 Year | 10.88% | 4.65% |
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 | 12.38% | 9.45% |
| 3 Year | 11.42% | 8.28% |
| 5 Year | 11.8% | 8.8% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.467% | 12.659% |
| Sharp | 0.654% | 0.107% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Fund Manage | 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 | 30.7 | 17.11 |
| Large Cap | 40.06 | 16.73 |
| Mid Cap | 9.49 | 37.81 |
| Small Cap | 6.46 | 28.37 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.22 | 17.11 |
| Cement and Cement Products | 0.1 | - |
| Telecom - Services | 1.97 | - |
| Petroleum Products | 3.08 | - |
| Industrial Products | 1.54 | - |
| IT - Software | 8.36 | 2.43 |
| Pharmaceuticals & Biotechnology | 1.15 | 1.05 |
| Construction | 1.93 | 1.02 |
| Banks | 9.74 | 6.65 |
| Diversified FMCG | 2.75 | - |
| Non - Ferrous Metals | 0.39 | - |
| Cement & Cement Products | 0.8 | - |
| Ferrous Metals | 0.04 | - |
| Realty | 2.06 | - |
| Healthcare Services | 1.19 | - |
| Power | 1.67 | - |
| Automobiles | 2.94 | 0.55 |
| Personal Products | 0.52 | - |
| Transport Services | 1.31 | - |
| Finance | 1.78 | 14.99 |
| Gas | 0.79 | - |
| Fertilizers & Agrochemicals | 1.05 | - |
| Consumer Durables | 0.82 | 0.58 |
| Electrical Equipment | 0.74 | - |
| Diversified Metals | -0.01 | - |
| Agricultural, Commercial & Construction Vehicles | 0.2 | - |
| Oil | 0.39 | - |
| Aerospace & Defense | 0.52 | - |
| Auto Components | 2.97 | 17.7 |
| Chemicals & Petrochemicals | 0.77 | - |
| Retailing | 1.38 | 9.33 |
| Financial Technology (Fintech) | 0.71 | 2.94 |
| Metals & Minerals Trading | -0.01 | - |
| Consumable Fuels | 0.19 | - |
| Capital Markets | 0.09 | - |
| Pharmaceuticals and Biotechnology | 0.43 | - |
| Transport Infrastructure | -0.01 | 4.36 |
| Insurance | 0.93 | 11.99 |
| Leisure Services | 0.05 | 2.37 |
| Beverages | 0.85 | - |
| Industrial Manufacturing | 0.32 | - |
| IT - Services | - | 6.95 |
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