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ICICI Prudential Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
ICICI Prudential Balanced Advantage Fund - Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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 | 4.41% | 7.56% |
| 6 Month | 4.74% | -10.9% |
| 1 Year | 11.26% | -2.94% |
| 3 Year | 14.4% | 9.84% |
| 5 Year | 17.07% | 9.69% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.25% | -4% |
| 1 Year | 6.23% | -20.56% |
| 3 Year | 12.67% | 1.94% |
| 5 Year | 12.76% | 4.51% |
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 | 1.1% | -0.047% |
| Beta | 0.72% | - |
| Alpha | 2.73% | - |
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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 | 10.99 | 32.92 |
| Large Cap | 61.05 | 33.5 |
| Mid Cap | 5.31 | 17.36 |
| Small Cap | 1.01 | 16.23 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.76 | 30.21 |
| Telecom - Services | 2.49 | - |
| Petroleum Products | 3.56 | - |
| Electrical Equipment | 0.15 | - |
| IT - Software | 5.85 | - |
| Cement & Cement Products | 1.65 | - |
| Construction | 2.92 | - |
| Ferrous Metals | 0.48 | - |
| Consumer Durables | 1.13 | - |
| Diversified FMCG | 2.16 | - |
| Non - Ferrous Metals | 0.72 | - |
| Banks | 14.62 | - |
| Realty | 3.18 | - |
| Pharmaceuticals & Biotechnology | 2.66 | - |
| Leisure Services | 0.2 | - |
| Automobiles | 8.81 | - |
| Aerospace & Defense | 0.01 | - |
| Auto Components | 2.02 | - |
| Chemicals & Petrochemicals | 0.51 | - |
| Finance | 2.35 | - |
| Insurance | 2.13 | - |
| Capital Markets | 1.1 | - |
| Retailing | 4.06 | - |
| Diversified Metals | 0.17 | - |
| Oil | 0.51 | - |
| Food Products | 1.09 | - |
| Industrial Products | 1.15 | - |
| Healthcare Services | 0.32 | - |
| Consumable Fuels | 0.2 | - |
| Fertilizers & Agrochemicals | 1.1 | - |
| Transport Services | 1.25 | - |
| Power | 1.76 | - |
| Transport Infrastructure | 0.18 | - |
| Commercial Services & Supplies | 0.11 | - |
| Technology | - | 17.55 |
| Healthcare | - | 2.7 |
| Financial Services | - | 12.79 |
| Industrials | - | 14.52 |
| Consumer Cyclical | - | 11.46 |
| Basic Materials | - | 5.77 |
| Communication Services | - | 5 |
| Consumer Defensive | - | 0 |
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