ITI Balanced Advantage Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
ITI Balanced Advantage Fund Regular - Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| 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 | 0.4% | -0.69% |
| 6 Month | 4.59% | 0.66% |
| 1 Year | 14.03% | 11.31% |
| 3 Year | 8.77% | 11.13% |
| 5 Year | - | 9.56% |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.89% | 5.1% |
| 3 Year | 13.7% | 14.34% |
| 5 Year | - | 12.05% |
| 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% |
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| 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 |
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