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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) ₹64964 Cr ₹987 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 1.44 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 -0.18% 0.54%
6 Month 7.96% 9.72%
1 Year 6.48% -8.19%
3 Year 12.71% 8.6%
5 Year 14.37% 7.99%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 2.88% 6.35%
1 Year 8.94% -0.6%
3 Year 12.56% 5.64%
5 Year 12.5% 6.85%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 10.92% 8.45%
3 Year 11.85% 8.28%
5 Year 12.5% 8.75%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 4.42% 13.50%
Sharp 1.28% 0.23%
Beta 0.11% -
Alpha 6.27% -

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 35.06 28.48
Large Cap 57.79 30.04
Mid Cap 6.01 24.77
Small Cap 1.13 16.72

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

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

Others 29.48 8.32
Communication Services 2.73 5.82
Energy 3.9 -
Technology 6.11 24.66
Basic Materials 4.65 14.91
Industrials 6.52 3.6
Financial Services 19.75 13.49
Consumer Defensive 4.94 -
Real Estate 4.43 -
Healthcare 2.93 10.1
Consumer Cyclical 12.69 19.1
Utilities 1.86 -

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