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)	₹395 Cr	₹923 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	1.81%	4.03%
6 Month	2.2%	-5.85%
1 Year	4.79%	-7.73%
3 Year	13.05%	12.01%
5 Year	11.32%	8.72%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	6.25%	7%
1 Year	9.16%	-5.96%
3 Year	13%	5.66%
5 Year	11.42%	6.79%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.89%	8.82%
3 Year	10.04%	8.08%
5 Year	8.23%	8.82%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.31%	14.27%
Sharp	0.68%	0.27%
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	35.61	24.06
Large Cap	53.84	31.7
Small Cap	4.95	19.52
Mid Cap	5.6	24.72

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	33.7	21.47
Energy	5.17	-
Industrials	2.95	5.9
Technology	13.19	26.28
Consumer Cyclical	9.97	11.41
Financial Services	21.72	9.79
Basic Materials	4.06	10.92
Healthcare	0.87	6.23
Consumer Defensive	3.39	0.96
Real Estate	0	-
Communication Services	3.21	7.04
Utilities	1.76	-