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

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month -1.4% -4.78%
6 Month 5.22% 7.74%
1 Year 19.54% 12.22%
3 Year 8.76% 10.32%
5 Year - 10.03%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 13.31% 9.37%
3 Year 10.37% 8.11%
5 Year - 8.34%

Risk Management

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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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
Fund Manage 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 37.92 19.11
Large Cap 53.68 17.71
Mid Cap 3.99 46.3
Small Cap 4.42 16.86

Sector Allocation

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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