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 | 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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