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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs ICICI Prudential Balanced Advantage Fund 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) ₹60545 Cr ₹1238 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 1.46 2.18
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 -0.33% -8.71%
6 Month -0.98% -14.8%
1 Year 9.17% -4.96%
3 Year 11.42% 6.05%
5 Year 12.24% 6.59%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 5.69% -
1 Year 5.55% -12.45%
3 Year 12.87% 7.44%
5 Year 13.39% 7.96%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 11.12% 9.45%
3 Year 11.79% 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% 9.95%
Sharp 0.89% 0.62%
Beta 0.66% 0.81%
Alpha 2.86% 2.75%

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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
Fund Manage 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 10.31 17.11
Small Cap 2.56 28.37
Large Cap 59.12 16.73
Mid Cap 8.3 37.81

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

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

Others 10.31 17.11
Cement & Cement Products 1.69 -
Petroleum Products 2.6 -
Electrical Equipment 0.11 -
IT - Software 6.18 2.43
IT - Services 0.12 6.95
Construction 2.75 1.02
Finance 2.82 14.99
Consumer Durables 1.6 0.58
Diversified FMCG 3.87 -
Non - Ferrous Metals 0.87 -
Banks 13.57 6.65
Units of Real Estate Investment Trust (REITs) 2.76 -
Pharmaceuticals & Biotechnology 2.81 1.05
Leisure Services 0.26 2.37
Automobiles 8.71 0.55
Auto Components 2.3 17.7
Ferrous Metals 0.59 -
Units of Infrastructure Investment Trusts 0.3 -
Chemicals & Petrochemicals 0.42 -
Transport Services 1.07 -
Insurance 1.75 11.99
Capital Markets 1.19 -
Retailing 3.44 9.33
Realty 0.08 -
Oil 0.52 -
Food Products 0.97 -
Industrial Products 1.09 -
Telecom - Services 1.53 -
Healthcare Services 0.24 -
Fertilizers & Agrochemicals 0.72 -
Beverages 0.13 -
Power 2.35 -
Transport Infrastructure 0.2 4.36
Textiles & Apparels 0.1 -
Gas 0.01 -
Commercial Services & Supplies 0.12 -
Industrial Manufacturing 0.14 -
Financial Technology (Fintech) - 2.94

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