ITI Balanced Advantage Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

ITI Balanced Advantage Fund Regular - Growth

Invest Now

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

Invest Now

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹382 Cr	₹1238 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	30 Dec 2019	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	%	260%
Expense Ratio	2.37	2.18
Manager	Vikrant Mehta	Rakesh Shetty
ISIN Code	INF00XX01655	INF247L01585
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-2.94%	-8.97%
6 Month	-1.41%	-13.11%
1 Year	6.39%	-2.73%
3 Year	7.85%	6.83%
5 Year	6.33%	7.29%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	-
1 Year	5.3%	-0.68%
3 Year	13.16%	12.33%
5 Year	11.65%	10.99%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	13.77%	9.37%
3 Year	10.27%	8.11%
5 Year	-	8.34%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.14%	9.95%
Sharp	0.66%	0.62%
Beta	0.76%	0.81%
Alpha	1.36%	2.75%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Vikrant Mehta	Rakesh Shetty
Total AUM	₹698 Cr	₹33886 Cr
Fund Manage	8	19
	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	15.23	17.11
Large Cap	58.44	16.73
Small Cap	3.87	28.37
Mid Cap	3.53	37.81

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	15.23	17.11
Telecom - Services	3.76	-
Petroleum Products	4.6	-
Electrical Equipment	2.78	-
IT - Software	7.25	2.43
Construction	1.38	1.02
Non - Ferrous Metals	0.83	-
Banks	14.36	6.65
Pharmaceuticals & Biotechnology	2.75	1.05
Ferrous Metals	0.81	-
Automobiles	2.06	0.55
Insurance	4.66	11.99
Diversified FMCG	2.36	-
Agricultural Food & other Products	0.46	-
Realty	0.35	-
Consumer Durables	1.86	0.58
Industrial Products	3.33	-
Finance	0.97	14.99
Financial Technology (Fintech)	1.35	2.94
Metals & Minerals Trading	1	-
Healthcare Services	0.53	-
Cement & Cement Products	0.99	-
Power	4.45	-
Retailing	1.86	9.33
Capital Markets	1.09	-
IT - Services	-	6.95
Transport Infrastructure	-	4.36
Auto Components	-	17.7
Leisure Services	-	2.37