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
| 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 | 11.04% | 11.23% |
| 3 Year | 26.26% | 28.35% |
| 5 Year | 33.52% | 40.24% |
| 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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| 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 |
| 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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