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

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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

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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 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

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 -2.6% -5.31%
6 Month 6.21% 7.99%
1 Year 17.77% 11.88%
3 Year 10.34% 10.47%
5 Year 11.84% 10.15%

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 15% 11.99%
3 Year 14.6% 16.35%
5 Year 13.53% 13.1%

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 12.19% 9.37%
3 Year 11.44% 8.11%
5 Year 11.76% 8.34%

Risk Management

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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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 38.48 19.11
Large Cap 33.63 17.71
Small Cap 1.77 16.86
Mid Cap 6.83 46.3

Sector Allocation

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

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