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	High
Asset Size (Cr)	₹394 Cr	₹928 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	0.85%	0.58%
6 Month	5%	11.81%
1 Year	4.48%	-7.64%
3 Year	12.24%	9.64%
5 Year	11.2%	8.4%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.92%	4.34%
1 Year	8.39%	11.22%
3 Year	10.67%	7.13%
5 Year	10.17%	7.83%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	10.73%	8.02%
3 Year	10.37%	8.33%
5 Year	10.91%	8.58%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.26%	13.72%
Sharp	0.67%	0.10%
Beta	-	-
Alpha	-	-

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	43.84	24.87
Large Cap	42.99	26.96
Small Cap	6.96	19.35
Mid Cap	6.22	28.81

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	39.93	6.52
Energy	4.59	-
Technology	7.86	29.74
Consumer Cyclical	9.97	28.62
Industrials	3.72	3.93
Financial Services	20.69	9.71
Healthcare	2.96	6.02
Consumer Defensive	0.5	-
Utilities	2.91	-
Basic Materials	2.98	15.46
Communication Services	3.91	-