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

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ITI Balanced Advantage Fund Regular - Growth

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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 Risk	High Risk
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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-0.63%	-10.5%
6 Month	-3.19%	-20.98%
1 Year	3.03%	-7.62%
3 Year	7.95%	5.65%
5 Year	5.84%	5.64%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	-
1 Year	-2.23%	-25.16%
3 Year	10.13%	1.77%
5 Year	10%	4.65%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	13.49%	9.45%
3 Year	10.1%	8.28%
5 Year	6.27%	8.8%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.494%	12.659%
Sharp	0.221%	0.107%
Beta	-	-
Alpha	-	-

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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	15.23	17.11
Large Cap	58.44	16.73
Small Cap	3.87	28.37
Mid Cap	3.53	37.81

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	15.23	17.11
Telecom - Services	3.76	-
Petroleum Products	4.6	-
Electrical Equipment	2.78	-
IT - Software	7.25	2.43
Construction	1.38	1.02
Non - Ferrous Metals	0.83	-
Banks	14.36	6.65
Pharmaceuticals & Biotechnology	2.75	1.05
Ferrous Metals	0.81	-
Automobiles	2.06	0.55
Insurance	4.66	11.99
Diversified FMCG	2.36	-
Agricultural Food & other Products	0.46	-
Realty	0.35	-
Consumer Durables	1.86	0.58
Industrial Products	3.33	-
Finance	0.97	14.99
Financial Technology (Fintech)	1.35	2.94
Metals & Minerals Trading	1	-
Healthcare Services	0.53	-
Cement & Cement Products	0.99	-
Power	4.45	-
Retailing	1.86	9.33
Capital Markets	1.09	-
IT - Services	-	6.95
Transport Infrastructure	-	4.36
Auto Components	-	17.7
Leisure Services	-	2.37