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

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

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LIC MF Balanced Advantage Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹928 Cr	₹804 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	27 Sep 2016	12 Nov 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	260%	%
Expense Ratio	2.19	2.28
Manager	Rakesh Shetty	Yogesh Patil
ISIN Code	INF247L01585	INF767K01QV6
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	LIC MF Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	-0.51%	0.88%
6 Month	18.09%	9.16%
1 Year	-10.89%	3.62%
3 Year	8.87%	10.6%
5 Year	8.26%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	4.6%	0.25%
1 Year	10.5%	6.72%
3 Year	6.71%	9.35%
5 Year	7.53%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	8.02%	10.92%
3 Year	8.33%	10.18%
5 Year	8.58%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	13.72%	7.60%
Sharp	0.10%	0.44%
Beta	-	-
Alpha	-	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Name	Rakesh Shetty	Yogesh Patil
Total AUM	₹33886 Cr	₹5898 Cr
Funds Managed	19	7
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	23.24	26.3
Small Cap	19.3	14.45
Large Cap	27.7	47.45
Mid Cap	29.77	11.79

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	LIC MF Balanced Advantage Fund Regular - Growth
Others	8.65	24.95
Consumer Cyclical	29.34	3.82
Healthcare	3.2	4.85
Financial Services	12.82	24.39
Basic Materials	11.27	6.95
Industrials	4.23	9.64
Technology	30.48	11.26
Communication Services	0	3.8
Energy	-	4.27
Utilities	-	2.42
Consumer Defensive	-	2.73
Real Estate	-	0.92