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 | 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 | 0.36% | -0.69% |
| 6 Month | 3.26% | 0.66% |
| 1 Year | 13.53% | 11.31% |
| 3 Year | 12.58% | 11.13% |
| 5 Year | 12.74% | 9.56% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 8.66% | 5.1% |
| 3 Year | 13.87% | 14.34% |
| 5 Year | 14.18% | 12.05% |
| 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 | 1.07% | 0.62% |
| Beta | 0.64% | 0.81% |
| Alpha | 3.64% | 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 |
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