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

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month 3.52% 7.56%
6 Month 1.17% -10.9%
1 Year 6.5% -2.94%
3 Year 11.84% 9.84%
5 Year 11.23% 9.69%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month -0.02% -4%
1 Year -0.87% -20.56%
3 Year 9.92% 1.94%
5 Year 9.48% 4.51%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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 -

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