LIC MF Balanced Advantage Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1238 Cr | ₹791 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 27 Sep 2016 | 12 Nov 2021 |
| 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 | 2.18 | 2.28 |
| Manager | Rakesh Shetty | Yogesh Patil |
| ISIN Code | INF247L01585 | INF767K01QV6 |
| 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 | LIC MF Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | -8.07% | -1.62% |
| 6 Month | -13.06% | -0.27% |
| 1 Year | -3.74% | 10.33% |
| 3 Year | 7.01% | 9.38% |
| 5 Year | 7.6% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -0.68% | 8.94% |
| 3 Year | 12.33% | 11.92% |
| 5 Year | 10.99% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.37% | 12.59% |
| 3 Year | 8.11% | - |
| 5 Year | 8.34% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 9.95% | 7.41% |
| Sharp | 0.62% | - |
| Beta | 0.81% | - |
| Alpha | 2.75% | - |
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| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Rakesh Shetty | Yogesh Patil |
| Total AUM | ₹33886 Cr | ₹5898 Cr |
| Fund Manage | 19 | 7 |
| Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 17.11 | 2.87 |
| Large Cap | 16.73 | 57.38 |
| Mid Cap | 37.81 | 6.09 |
| Small Cap | 28.37 | 10.68 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 17.11 | 2.87 |
| IT - Software | 2.43 | 11.58 |
| IT - Services | 6.95 | - |
| Construction | 1.02 | 1.21 |
| Banks | 6.65 | 23.39 |
| Pharmaceuticals & Biotechnology | 1.05 | 3.12 |
| Transport Infrastructure | 4.36 | - |
| Automobiles | 0.55 | 5.49 |
| Finance | 14.99 | 2.98 |
| Consumer Durables | 0.58 | - |
| Auto Components | 17.7 | 0.62 |
| Leisure Services | 2.37 | - |
| Retailing | 9.33 | - |
| Insurance | 11.99 | 0.09 |
| Financial Technology (Fintech) | 2.94 | - |
| Petroleum Products | - | 4.32 |
| Diversified FMCG | - | 3.52 |
| Non - Ferrous Metals | - | 0.77 |
| Industrial Products | - | 5.23 |
| Cement & Cement Products | - | 1.36 |
| Chemicals & Petrochemicals | - | 1.8 |
| Media | - | 0.87 |
| Personal Products | - | 0.51 |
| Telecom - Services | - | 0.53 |
| Agricultural Food & other Products | - | 0.94 |
| Food Products | - | 0.19 |
| Power | - | 2.53 |
| Electrical Equipment | - | 0.29 |
| Aerospace & Defense | - | 1.24 |
| Minerals & Mining | - | 0.5 |
| Beverages | - | 0.36 |
| Industrial Manufacturing | - | 0.71 |
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