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 | 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 | -5.9% | -1.37% |
| 6 Month | -6.18% | 0.07% |
| 1 Year | 0.95% | 9.39% |
| 3 Year | 8.22% | - |
| 5 Year | 8.35% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.49% | 5.27% |
| 3 Year | 10.65% | - |
| 5 Year | 9.91% | - |
| 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 |
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