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ICICI Prudential Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - 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 ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹60347 Cr ₹1011 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 30 Dec 2006 27 Sep 2016
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over 16% 260%
Expense Ratio 1.48 2.19
Manager Sharmila D'mello Rakesh Shetty
ISIN Code INF109K01BH2 INF247L01585
Exits Load ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month 3.11% 0.44%
6 Month 2.79% -17.17%
1 Year 9.91% -8.98%
3 Year 12.95% 6.33%
5 Year 16.36% 7.89%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 3.47% -4.96%
1 Year 6.72% -21.15%
3 Year 13.18% 2.55%
5 Year 13.22% 4.9%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 11.05% 9.45%
3 Year 11.77% 8.28%
5 Year 12.39% 8.8%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 4.42% 13.896%
Sharp 0.74% -0.047%
Beta 0.69% -
Alpha 2.58% -

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name Sharmila D'mello Rakesh Shetty
Total AUM ₹354743 Cr ₹33886 Cr
Funds Managed 35 19
ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

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

Others 50.87 32.92
Large Cap 59.33 33.5
Mid Cap 5.71 17.36
Small Cap 0.93 16.23

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

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

Others 50.61 30.21
Communication Services 2.6 5
Energy 3.73 -
Industrials 5.43 14.52
Technology 6.35 17.55
Consumer Cyclical 13.79 11.46
Basic Materials 4.97 5.77
Financial Services 19.55 12.79
Consumer Defensive 4.85 0
Healthcare 3.1 2.7
Real Estate 0.09 -
Utilities 1.76 -

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