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)	₹402 Cr	₹987 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	-1.8%	0.73%
6 Month	6%	16.48%
1 Year	0.01%	-12.59%
3 Year	11.07%	8.9%
5 Year	10.66%	7.84%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-0.25%	5.52%
1 Year	1.14%	3.01%
3 Year	9.22%	6.12%
5 Year	9.32%	7.21%

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%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.32%	13.50%
Sharp	0.65%	0.23%
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	44.33	28.48
Large Cap	40.57	30.04
Small Cap	9.31	16.72
Mid Cap	5.79	24.77

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	39.93	8.32
Energy	4.29	-
Technology	7.09	24.66
Consumer Cyclical	9.74	19.1
Industrials	2.62	3.6
Financial Services	22.41	13.49
Healthcare	3.17	10.1
Consumer Defensive	1.39	-
Utilities	2.82	-
Basic Materials	3.28	14.91
Communication Services	3.26	5.82