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

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

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LIC MF Balanced Advantage Fund Regular - Growth

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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)	₹1011 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	2.19	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	3%	4.85%
6 Month	-20.25%	-0.26%
1 Year	-8.48%	10%
3 Year	5.79%	9.76%
5 Year	8.39%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-7.85%	1.24%
1 Year	-23.29%	3.86%
3 Year	1.81%	10.3%
5 Year	4.49%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	9.45%	12.72%
3 Year	8.28%	9.89%
5 Year	8.8%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	13.896%	7.461%
Sharp	-0.047%	0.22%
Beta	-	-
Alpha	-	-

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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
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	32.92	27.03
Mid Cap	17.36	11.15
Small Cap	16.23	14.34
Large Cap	33.5	47.48

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	30.21	25.56
Technology	17.55	7.92
Healthcare	2.7	5.26
Financial Services	12.79	21.93
Industrials	14.52	11.21
Consumer Cyclical	11.46	6.88
Basic Materials	5.77	7.5
Communication Services	5	2.51
Consumer Defensive	0	3.37
Energy	-	5.03
Utilities	-	2.83