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

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ICICI Prudential Balanced Advantage Fund - 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	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)	₹65298 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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-1.44%	-4.18%
6 Month	5.31%	-2.17%
1 Year	6%	-12.21%
3 Year	12.67%	7.62%
5 Year	14.36%	7.01%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	3.16%	3.95%
1 Year	8.06%	-8.35%
3 Year	12.24%	3.08%
5 Year	12.31%	5.36%

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%

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	1.52%	0.23%
Beta	0.74%	-
Alpha	2.67%	-

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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	36.04	28.48
Large Cap	56.58	30.04
Mid Cap	6.2	24.77
Small Cap	1.18	16.72

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	30.46	8.32
Communication Services	2.74	5.82
Energy	4.03	-
Industrials	6.17	3.6
Technology	6.32	24.66
Basic Materials	4.68	14.91
Financial Services	19.15	13.49
Consumer Defensive	4.77	-
Real Estate	4.49	-
Healthcare	2.93	10.1
Consumer Cyclical	12.51	19.1
Utilities	1.76	-