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)	₹955 Cr	₹767 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹200
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	-0.7%	-0.5%
6 Month	6.34%	-0.4%
1 Year	-5.63%	2.19%
3 Year	8.75%	8.91%
5 Year	7.36%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	2.53%	0.75%
1 Year	12.38%	6.12%
3 Year	6.02%	8.8%
5 Year	7.25%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	7.66%	10.92%
3 Year	8.43%	10.18%
5 Year	8.45%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	14.05%	7.41%
Sharp	0.24%	0.54%
Beta	1.31%	1.06%
Alpha	-3.31%	-1.72%

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	46.47	28.51
Small Cap	16.56	14.85
Large Cap	15.43	48.03
Mid Cap	21.54	8.6

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	30.64	28.51
Consumer Cyclical	25.79	-
Healthcare	8.84	-
Financial Services	2.6	-
Basic Materials	15.4	-
Technology	16.58	-
Industrials	0.14	-
Petroleum Products	-	3.54
Gas	-	0.49
IT - Software	-	8.98
Food Products	-	2.15
IT - Services	-	0.71
Construction	-	3.17
Finance	-	5.61
Pharmaceuticals & Biotechnology	-	3.46
Other Utilities	-	0.29
Non - Ferrous Metals	-	0.91
Banks	-	18.55
Industrial Products	-	4.92
Cement & Cement Products	-	2.52
Automobiles	-	1.27
Ferrous Metals	-	0.78
Media	-	0.5
Telecom - Services	-	2.42
Diversified FMCG	-	0.73
Agricultural Food & other Products	-	1.06
Power	-	2.36
Cigarettes & Tobacco Products	-	0.03
Oil	-	0.19
Consumer Durables	-	0.57
Healthcare Services	-	0.27
Electrical Equipment	-	0.57
Insurance	-	1.34
Realty	-	1.22
Chemicals & Petrochemicals	-	1.86
Transport Services	-	0.68
Paper, Forest & Jute Products	-	0.33