UTI vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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

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UTI Balanced Advantage Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1011 Cr	₹2921 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	2.19	1.96
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	2.54%	3.22%
6 Month	-17.39%	2.18%
1 Year	-8.62%	11.33%
3 Year	6.46%	-
5 Year	8.94%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
6 Month	-7.85%	2.46%
1 Year	-23.29%	5.76%
3 Year	1.81%	-
5 Year	4.49%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
1 Year	9.45%	18.51%
3 Year	8.28%	-
5 Year	8.8%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	13.896%	-
Sharp	-0.047%	-
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	32.92	33.97
Mid Cap	17.36	5.03
Small Cap	16.23	3.06
Large Cap	33.5	57.94

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	UTI Balanced Advantage Fund - Regular (G)
Others	30.21	33.97
Technology	17.55	7.9
Healthcare	2.7	2.41
Financial Services	12.79	23.86
Industrials	14.52	3.95
Consumer Cyclical	11.46	7.55
Basic Materials	5.77	4.18
Communication Services	5	4.72
Consumer Defensive	0	5.41
Energy	-	3.89
Real Estate	-	0.2
Utilities	-	1.98