ICICI Prudential Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
ICICI Prudential Balanced Advantage Fund - Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| 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 |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.5% | 5.22% |
| 6 Month | 9.91% | 18.37% |
| 1 Year | 22.49% | 26.2% |
| 3 Year | 13.65% | 14.06% |
| 5 Year | 14.87% | 13.31% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.74% | 7.29% |
| 3 Year | 24.56% | 24.3% |
| 5 Year | 44.49% | 35.58% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.04% | 11.23% |
| 3 Year | 34.6% | 28.35% |
| 5 Year | 46.27% | 40.24% |
| 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 | 1.46% | 0.62% |
| Beta | 0.59% | 0.81% |
| Alpha | 4.31% | 2.75% |
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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 |
| Fund Manage | 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 | 20.3 | 19.11 |
| Large Cap | 53.94 | 17.71 |
| Mid Cap | 4.87 | 46.3 |
| Small Cap | 0.42 | 16.86 |
| 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 |
| Automobile | 10.24 | 19.24 |
| Sovereign | 12.61 | 2.43 |
| Technology | 4.16 | 8.26 |
| Consumer Staples | 3.44 | 1.56 |
| Construction | 2.71 | 3 |
| Energy | 4.88 | 1.18 |
| Communication | 2.98 | 3.03 |
| Healthcare | 2.52 | 5.17 |
| Materials | 1.78 | - |
| Metals & Mining | 0.4 | - |
| Chemicals | 1.24 | - |
| Consumer Discretionary | 0.71 | - |
| Capital Goods | 0.8 | 3.36 |
| Services | 0.29 | 14.57 |
| Insurance | 0.12 | 9.62 |
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