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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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 | ₹1022 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 | 2.88% | 4.47% |
| 6 Month | 9.52% | 17.91% |
| 1 Year | 2.45% | -11.36% |
| 3 Year | 12.16% | 9.49% |
| 5 Year | 11.44% | 8.62% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.85% | 7.73% |
| 1 Year | 7.55% | 9.37% |
| 3 Year | 10.96% | 7.5% |
| 5 Year | 10.22% | 7.93% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.21% | 8.45% |
| 3 Year | 10.25% | 8.28% |
| 5 Year | 10.85% | 8.75% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.45% | 13.46% |
| Sharp | 0.52% | 0.19% |
| Beta | - | - |
| Alpha | - | - |
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 | 44.33 | 23.24 |
| Large Cap | 40.57 | 27.7 |
| Small Cap | 9.31 | 19.3 |
| Mid Cap | 5.79 | 29.77 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 39.93 | 8.65 |
| Energy | 4.29 | - |
| Technology | 7.09 | 30.48 |
| Consumer Cyclical | 9.74 | 29.34 |
| Industrials | 2.62 | 4.23 |
| Financial Services | 22.41 | 12.82 |
| Healthcare | 3.17 | 3.2 |
| Consumer Defensive | 1.39 | - |
| Utilities | 2.82 | - |
| Basic Materials | 3.28 | 11.27 |
| Communication Services | 3.26 | 0 |
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