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
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 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | 4.37% | 3.91% |
6 Month | -23.22% | -3.04% |
1 Year | -9.85% | 8.6% |
3 Year | 5.5% | - |
5 Year | 10.03% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | -12.96% | 0.25% |
1 Year | -25.64% | 3.02% |
3 Year | 1.74% | - |
5 Year | 4.55% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
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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Fund Managers
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) |
Market Cap
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 |
Sector Allocation
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 |
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