ICICI Prudential Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

ICICI Prudential Balanced Advantage Fund - Growth

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

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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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-0.47%	-8.97%
6 Month	0.35%	-13.11%
1 Year	11.24%	-2.73%
3 Year	12.03%	6.83%
5 Year	12.76%	7.29%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	5.69%	-
1 Year	5.51%	-0.68%
3 Year	12.93%	12.33%
5 Year	13.59%	10.99%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.04%	9.37%
3 Year	11.77%	8.11%
5 Year	12.33%	8.34%

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	0.9%	0.62%
Beta	0.64%	0.81%
Alpha	3.43%	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	10.31	17.11
Small Cap	2.56	28.37
Large Cap	59.12	16.73
Mid Cap	8.3	37.81

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