ICICI Prudential Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) 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 High Very High
Asset Size (Cr) ₹58543 Cr ₹1228 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Dec 2006 05 Sep 2016
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI CRISIL Hybrid 50+50 Moderate TRI
Turn Over 16% 260%
Expense Ratio 1.47 2.17
Manager Sharmila D'mello Rakesh Shetty
ISIN Code INF109K01BH2 INF247L01585
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month -2.66% 5.22%
6 Month 6.85% 18.37%
1 Year 21.03% 26.2%
3 Year 12.25% 14.06%
5 Year 13.16% 13.31%

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 11.33% 7.29%
3 Year 28.39% 24.3%
5 Year 48.8% 35.58%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 11.04% 9.3%
3 Year 11.78% 8.18%
5 Year 12.32% 8.4%

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 1.33% 0.62%
Beta 0.12% 0.81%
Alpha 5.32% 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 20.3 19.11
Large Cap 53.94 17.71
Mid Cap 4.87 46.3
Small Cap 0.42 16.86

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

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

Others 17.86 24.15
Financial 12.79 4.41
Healthcare 2.52 5.17
Services 0.29 14.57
Energy 4.88 1.18
Consumer Staples 3.44 1.56
Automobile 10.24 19.24
Construction 2.71 3
Materials 1.78 -
Technology 4.16 8.26
Consumer Discretionary 0.71 -
Metals & Mining 0.4 -
Communication 2.98 3.03
Sovereign 12.61 2.43
Capital Goods 0.8 3.36
Insurance 0.12 9.62
Chemicals 1.24 -

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