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

Link copied to clipboard!

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

Invest Now

LIC MF Balanced Advantage Fund Regular - Growth

Invest Now

Chart Comparison

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

Overview

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)	₹1022 Cr	₹806 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	2.19	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	5.53%	2%
6 Month	18.98%	9.31%
1 Year	-9.67%	3.57%
3 Year	9.85%	10.38%
5 Year	8.92%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	7.73%	0.89%
1 Year	9.37%	6.24%
3 Year	7.5%	9.54%
5 Year	7.93%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	8.45%	11.28%
3 Year	8.28%	10.43%
5 Year	8.75%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	13.46%	7.77%
Sharp	0.19%	0.33%
Beta	-	-
Alpha	-	-

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
Funds Managed	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	23.24	26.3
Small Cap	19.3	14.45
Large Cap	27.7	47.45
Mid Cap	29.77	11.79

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	8.65	24.95
Consumer Cyclical	29.34	3.82
Healthcare	3.2	4.85
Financial Services	12.82	24.39
Basic Materials	11.27	6.95
Industrials	4.23	9.64
Technology	30.48	11.26
Communication Services	0	3.8
Energy	-	4.27
Utilities	-	2.42
Consumer Defensive	-	2.73
Real Estate	-	0.92