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)	₹923 Cr	₹831 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	4.03%	1.54%
6 Month	-5.85%	4.14%
1 Year	-7.73%	7.82%
3 Year	12.01%	13.16%
5 Year	8.72%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	8.3%	6.94%
1 Year	-2.8%	13.07%
3 Year	6.26%	12.42%
5 Year	7.26%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	8.82%	11.73%
3 Year	8.08%	9.71%
5 Year	8.82%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	14.27%	8.05%
Sharp	0.27%	0.64%
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	24.06	25.45
Large Cap	31.7	44.32
Small Cap	19.52	17.53
Mid Cap	24.72	12.69

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	21.47	24.92
Healthcare	6.23	5.63
Financial Services	9.79	24.96
Industrials	5.9	10.68
Basic Materials	10.92	7.01
Consumer Defensive	0.96	3.13
Technology	26.28	9.18
Consumer Cyclical	11.41	4.1
Communication Services	7.04	2.6
Energy	-	5.05
Utilities	-	2.37
Real Estate	-	0.37