UTI vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹1228 Cr | ₹2865 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 05 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 | 2.17 | 1.89 |
| Manager | Rakesh Shetty | Sachin Trivedi |
| ISIN Code | INF247L01585 | INF789F1AYT7 |
| Exits Load | Exit load of 1%, if redeemed within 15 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 5.22% | 1.32% |
| 6 Month | 18.37% | 10.63% |
| 1 Year | 26.2% | 21.15% |
| 3 Year | 14.06% | - |
| 5 Year | 13.31% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.29% | 7.99% |
| 3 Year | 24.3% | 7.99% |
| 5 Year | 35.58% | 7.99% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.23% | 9.41% |
| 3 Year | 28.35% | 9.41% |
| 5 Year | 40.24% | 9.41% |
| 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 | 19.11 | 34.2 |
| Large Cap | 17.71 | 58.17 |
| Mid Cap | 46.3 | 5.13 |
| Small Cap | 16.86 | 2.5 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 24.15 | 17.61 |
| Financial | 4.41 | 36.39 |
| Sovereign | 2.43 | 10.5 |
| Technology | 8.26 | 5.58 |
| Construction | 3 | 2.3 |
| Healthcare | 5.17 | 2.72 |
| Capital Goods | 3.36 | 1.81 |
| Services | 14.57 | 2.21 |
| Consumer Staples | 1.56 | 2.19 |
| Energy | 1.18 | 4.46 |
| Automobile | 19.24 | 5.08 |
| Communication | 3.03 | 2.52 |
| Insurance | 9.62 | 1.06 |
| Materials | - | 1.58 |
| Metals & Mining | - | 1.71 |
| Consumer Discretionary | - | 1.96 |
| Chemicals | - | 0.32 |
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