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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	0.71%	3.61%
6 Month	0.11%	-11.82%
1 Year	5.38%	-5.25%
3 Year	11.62%	9.08%
5 Year	12.02%	10.07%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	2.66%	-0.78%
1 Year	3.77%	-15.48%
3 Year	11.66%	3.88%
5 Year	10.53%	5.64%

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%

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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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

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

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	-