Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowMotilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹369 Cr | ₹1228 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 31 Dec 2019 | 05 Sep 2016 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open-ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
Turn Over | % | 260% |
Expense Ratio | 2.36 | 2.17 |
Manager | Vikrant Mehta | Rakesh Shetty |
ISIN Code | INF00XX01655 | INF247L01585 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit load of 1%, if redeemed within 15 days./365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.64% | 5.22% |
6 Month | 7.83% | 18.37% |
1 Year | 25.95% | 26.2% |
3 Year | 12.18% | 14.06% |
5 Year | - | 13.31% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 7.29% |
3 Year | 19.99% | 24.3% |
5 Year | 29.14% | 35.58% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.18% | 9.3% |
3 Year | 10.39% | 8.18% |
5 Year | - | 8.4% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.14% | 9.95% |
Sharp | 0.66% | 0.62% |
Beta | 0.76% | 0.81% |
Alpha | 1.36% | 2.75% |
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Get Free Experts GuidanceScheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Name | Vikrant Mehta | Rakesh Shetty |
Total AUM | ₹698 Cr | ₹33886 Cr |
Fund Manage | 8 | 19 |
ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 37.92 | 19.11 |
Large Cap | 53.68 | 17.71 |
Mid Cap | 3.99 | 46.3 |
Small Cap | 4.42 | 16.86 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 17.11 | 24.15 |
Financial | 32.89 | 4.41 |
Communication | 6.98 | 3.03 |
Capital Goods | 1.93 | 3.36 |
Services | 8.43 | 14.57 |
Consumer Staples | 0.53 | 1.56 |
Construction | 1.48 | 3 |
Automobile | 0 | 19.24 |
Energy | 8.06 | 1.18 |
Consumer Discretionary | 3.02 | - |
Metals & Mining | 1.15 | - |
Technology | 4.34 | 8.26 |
Sovereign | 4.24 | 2.43 |
Healthcare | 6.01 | 5.17 |
Materials | 0.51 | - |
Insurance | 3.33 | 9.62 |
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