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

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

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tortoise-icon 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 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option LIC MF Balanced Advantage Fund Regular - Growth
1 Year 9.3% 12.24%
3 Year 8.18% -
5 Year 8.4% -

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

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

LIC MF Balanced Advantage Fund Regular - Growth

Others 19.11 27.71
Large Cap 17.71 64.35
Mid Cap 46.3 4.48
Small Cap 16.86 3.41

Sector Allocation

Scheme Name

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

LIC MF Balanced Advantage Fund Regular - Growth

Others 24.15 34.34
Financial 4.41 24.78
Sovereign 2.43 10.11
Technology 8.26 5.42
Construction 3 0.03
Healthcare 5.17 2.31
Capital Goods 3.36 1.56
Services 14.57 2.22
Consumer Staples 1.56 5.98
Energy 1.18 7.29
Automobile 19.24 1.79
Communication 3.03 -
Insurance 9.62 0.59
Diversified - 0.27
Metals & Mining - 0.78
Materials - 2.48

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