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 | Very High | Very High |
| Asset Size (Cr) | ₹1228 Cr | ₹882 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 05 Sep 2016 | 05 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 | 2.17 | 2.21 |
| Manager | Rakesh Shetty | Yogesh Patil |
| ISIN Code | INF247L01585 | INF767K01QV6 |
| Exits Load | Exit load of 1%, if redeemed within 15 days./365 | Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 5.22% | 0.96% |
| 6 Month | 18.37% | 11.25% |
| 1 Year | 26.2% | 18.25% |
| 3 Year | 14.06% | - |
| 5 Year | 13.31% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.29% | 7.1% |
| 3 Year | 24.3% | 16.77% |
| 5 Year | 35.58% | 16.77% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.23% | 10.06% |
| 3 Year | 28.35% | 19.72% |
| 5 Year | 40.24% | 19.72% |
| 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 | 19.11 | 27.71 |
| Mid Cap | 46.3 | 4.48 |
| Small Cap | 16.86 | 3.41 |
| Large Cap | 17.71 | 64.35 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 24.15 | 34.34 |
| Automobile | 19.24 | 1.79 |
| Insurance | 9.62 | 0.59 |
| Services | 14.57 | 2.22 |
| Financial | 4.41 | 24.78 |
| Technology | 8.26 | 5.42 |
| Healthcare | 5.17 | 2.31 |
| Communication | 3.03 | - |
| Construction | 3 | 0.03 |
| Sovereign | 2.43 | 10.11 |
| Capital Goods | 3.36 | 1.56 |
| Consumer Staples | 1.56 | 5.98 |
| Energy | 1.18 | 7.29 |
| Materials | - | 2.48 |
| Metals & Mining | - | 0.78 |
| Diversified | - | 0.27 |
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