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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs ICICI Prudential Balanced Advantage Fund 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) | ₹69868 Cr | ₹937 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.42% | -3.84% |
| 6 Month | 5.18% | 2.9% |
| 1 Year | 10.41% | -7.81% |
| 3 Year | 13.32% | 8.46% |
| 5 Year | 12.78% | 6.52% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.28% | -0.81% |
| 1 Year | 15.22% | 7.77% |
| 3 Year | 13.35% | 4.22% |
| 5 Year | 12.82% | 6.18% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.82% | 7.59% |
| 3 Year | 11.96% | 8.45% |
| 5 Year | 12.61% | 8.43% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.42% | 14.05% |
| Sharp | 1.3% | 0.24% |
| Beta | 0.8% | 1.34% |
| Alpha | 3.18% | -2.82% |
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 | 33.04 | 51.18 |
| Large Cap | 59.56 | 17.79 |
| Small Cap | 1.4 | 15.84 |
| Mid Cap | 5.99 | 15.2 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.58 | 36.19 |
| Communication Services | 2.62 | 8.98 |
| Energy | 4.29 | - |
| Technology | 8.15 | 16.63 |
| Industrials | 6.61 | 0 |
| Financial Services | 18.56 | 0 |
| Basic Materials | 4.19 | 15.13 |
| Consumer Defensive | 4.46 | - |
| Real Estate | 4.55 | - |
| Healthcare | 2.41 | 7.54 |
| Consumer Cyclical | 15.09 | 15.53 |
| Utilities | 1.49 | - |
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