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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
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) | ₹378 Cr | ₹1011 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.5% | -9.27% |
| 6 Month | -4.66% | -24.04% |
| 1 Year | 0.96% | -9.2% |
| 3 Year | 8.37% | 7.2% |
| 5 Year | 6.96% | 5.91% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.67% | -16.24% |
| 1 Year | -5.58% | -30.11% |
| 3 Year | 9.08% | 0.26% |
| 5 Year | 9.18% | 3.78% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.49% | 9.45% |
| 3 Year | 10.1% | 8.28% |
| 5 Year | 6.27% | 8.8% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.494% | 12.659% |
| Sharp | 0.221% | 0.107% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.81934 | 32.91804 |
| Large Cap | 54.60246 | 33.49983 |
| Mid Cap | 4.68293 | 17.35508 |
| Small Cap | 4.89526 | 16.22703 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.86709 | 30.21485 |
| Communication Services | 3.81497 | 4.99708 |
| Energy | 5.19119 | - |
| Industrials | 4.18504 | 14.51762 |
| Technology | 8.85642 | 17.549 |
| Basic Materials | 4.99277 | 5.76878 |
| Financial Services | 23.68751 | 12.79188 |
| Healthcare | 3.621 | 2.70319 |
| Consumer Cyclical | 5.95565 | 11.45758 |
| Consumer Defensive | 2.65074 | 0 |
| Real Estate | 0.32495 | - |
| Utilities | 1.85266 | - |
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