UTI vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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

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UTI Balanced Advantage Fund - Regular (G)

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Overview

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹1238 Cr	₹2978 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	27 Sep 2016	10 Aug 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	260%	%
Expense Ratio	2.18	1.91
Manager	Rakesh Shetty	Sachin Trivedi
ISIN Code	INF247L01585	INF789F1AYT7
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Month	-0.5%	0.7%
6 Month	1.55%	3.76%
1 Year	9.68%	11.95%
3 Year	11.08%	-
5 Year	9.69%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	-	-
1 Year	5.1%	9.16%
3 Year	14.34%	-
5 Year	12.05%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	9.37%	20.41%
3 Year	8.11%	-
5 Year	8.34%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	9.95%	-
Sharp	0.62%	-
Beta	0.81%	-
Alpha	2.75%	-

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Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Name	Rakesh Shetty	Sachin Trivedi
Total AUM	₹33886 Cr	₹7301 Cr
Fund Manage	19	3
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	17.11	34.2
Large Cap	16.73	58.17
Mid Cap	37.81	5.13
Small Cap	28.37	2.5

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	17.11	17.61
IT - Software	2.43	-
IT - Services	6.95	-
Construction	1.02	2.3
Banks	6.65	-
Pharmaceuticals & Biotechnology	1.05	-
Transport Infrastructure	4.36	-
Automobiles	0.55	-
Finance	14.99	-
Consumer Durables	0.58	-
Auto Components	17.7	-
Leisure Services	2.37	-
Retailing	9.33	-
Insurance	11.99	1.06
Financial Technology (Fintech)	2.94	-
Healthcare	-	2.72
Automobile	-	5.08
Consumer Staples	-	2.19
Materials	-	1.58
Technology	-	5.58
Services	-	2.21
Financial	-	36.39
Metals & Mining	-	1.71
Consumer Discretionary	-	1.96
Capital Goods	-	1.81
Energy	-	4.46
Communication	-	2.52
Sovereign	-	10.5
Chemicals	-	0.32