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)	₹63787 Cr	₹923 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	1.84%	3.75%
6 Month	5.87%	-5.46%
1 Year	9.88%	-6.98%
3 Year	14.91%	12.21%
5 Year	15.66%	8.98%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	6.65%	7%
1 Year	13.38%	-5.96%
3 Year	14.66%	5.66%
5 Year	13.83%	6.79%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11%	8.82%
3 Year	11.81%	8.08%
5 Year	12.45%	8.82%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	4.42%	14.27%
Sharp	1.25%	0.27%
Beta	0.73%	-
Alpha	2.55%	-

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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	9.86	32.92
Large Cap	60.32	33.5
Mid Cap	5.78	17.36
Small Cap	0.99	16.23

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	6.01	30.21
Telecom - Services	2.41	-
Petroleum Products	3.87	-
Electrical Equipment	0.15	-
IT - Software	6.05	-
Cement & Cement Products	1.6	-
Construction	2.55	-
Consumer Durables	1.19	-
Diversified FMCG	2.08	-
Non - Ferrous Metals	0.64	-
Banks	14.37	-
Units of Real Estate Investment Trust (REITs)	3.58	-
Pharmaceuticals & Biotechnology	2.79	-
Leisure Services	0.2	-
Automobiles	8.74	-
Auto Components	2.02	-
Ferrous Metals	0.38	-
Units of Infrastructure Investment Trusts	0.27	-
Chemicals & Petrochemicals	0.53	-
Finance	2.24	-
Insurance	2.34	-
Capital Markets	1.2	-
Retailing	3.73	-
Diversified Metals	0.15	-
Realty	0.01	-
Oil	0.49	-
Food Products	1.3	-
Industrial Products	1.11	-
Healthcare Services	0.33	-
Consumable Fuels	0.18	-
Fertilizers & Agrochemicals	1.2	-
Transport Services	1.24	-
Power	1.72	-
Transport Infrastructure	0.18	-
Commercial Services & Supplies	0.1	-
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