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)	₹928 Cr	₹804 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	0.77%	0.29%
6 Month	9.17%	1.87%
1 Year	-2.73%	6.3%
3 Year	9.7%	9.44%
5 Year	7.89%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	3.92%	-0.05%
1 Year	12%	5.55%
3 Year	6.27%	8.63%
5 Year	7.34%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	7.73%	10.92%
3 Year	8.39%	10.18%
5 Year	8.48%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	14.05%	7.57%
Sharp	0.24%	0.43%
Beta	1.31%	1.04%
Alpha	-3.31%	-2.02%

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	25.61
Small Cap	16.56	14.34
Large Cap	15.43	48.97
Mid Cap	21.54	11.07

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	30.64	24.34
Consumer Cyclical	25.79	4.01
Healthcare	8.84	4.62
Financial Services	2.6	25.4
Basic Materials	15.4	7.33
Technology	16.58	10.05
Industrials	0.14	9.23
Energy	-	4.12
Utilities	-	2.74
Consumer Defensive	-	3.21
Communication Services	-	3.77
Real Estate	-	1.19