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

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ITI Balanced Advantage Fund Regular - Growth

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

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Chart Comparison

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

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	Very High	High
Asset Size (Cr)	₹394 Cr	₹928 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	2.19
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	0.07%	-1.72%
6 Month	5.93%	13.53%
1 Year	2.47%	-9.46%
3 Year	12.44%	9.46%
5 Year	11.24%	8.49%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.28%	4.6%
1 Year	7%	10.5%
3 Year	10.23%	6.71%
5 Year	9.82%	7.53%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	10.73%	8.02%
3 Year	10.37%	8.33%
5 Year	10.91%	8.58%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.26%	13.72%
Sharp	0.67%	0.10%
Beta	-	-
Alpha	-	-

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
Funds Managed	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	43.84	24.87
Large Cap	42.99	26.96
Small Cap	6.96	19.35
Mid Cap	6.22	28.81

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	39.93	6.52
Energy	4.59	-
Technology	7.86	29.74
Consumer Cyclical	9.97	28.62
Industrials	3.72	3.93
Financial Services	20.69	9.71
Healthcare	2.96	6.02
Consumer Defensive	0.5	-
Utilities	2.91	-
Basic Materials	2.98	15.46
Communication Services	3.91	-