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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
Overview
| 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 | High |
| Asset Size (Cr) | ₹378 Cr | ₹1011 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Dec 2019 | 27 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 | 2.37 | 2.19 |
| Manager | Vikrant Mehta | Rakesh Shetty |
| ISIN Code | INF00XX01655 | INF247L01585 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.95% | 4.81% |
| 6 Month | -5.42% | -22.57% |
| 1 Year | 4.19% | -7.32% |
| 3 Year | 9.01% | 6.16% |
| 5 Year | 12.88% | 9.63% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.92% | -12.96% |
| 1 Year | -2.28% | -25.64% |
| 3 Year | 10.54% | 1.74% |
| 5 Year | 10% | 4.55% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.11% | 9.45% |
| 3 Year | 10.01% | 8.28% |
| 5 Year | 6.18% | 8.8% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.494% | 13.896% |
| Sharp | 0.221% | -0.047% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme 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 |
| Funds Managed | 8 | 19 |
| ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.82 | 32.92 |
| Large Cap | 54.6 | 33.5 |
| Mid Cap | 4.68 | 17.36 |
| Small Cap | 4.9 | 16.23 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.87 | 30.21 |
| Communication Services | 3.81 | 5 |
| Energy | 5.19 | - |
| Industrials | 4.19 | 14.52 |
| Technology | 8.86 | 17.55 |
| Basic Materials | 4.99 | 5.77 |
| Financial Services | 23.69 | 12.79 |
| Healthcare | 3.62 | 2.7 |
| Consumer Cyclical | 5.96 | 11.46 |
| Consumer Defensive | 2.65 | 0 |
| Real Estate | 0.32 | - |
| Utilities | 1.85 | - |
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