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

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ICICI Prudential Balanced Advantage Fund - Growth

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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	Very High	High
Asset Size (Cr)	₹60347 Cr	₹1011 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	1.48	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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	4.45%	3%
6 Month	0.33%	-20.25%
1 Year	10.23%	-8.48%
3 Year	12.25%	5.79%
5 Year	16.62%	8.39%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	0.46%	-11.04%
1 Year	1.31%	-28.75%
3 Year	11.23%	-0.62%
5 Year	12.07%	2.99%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.05%	9.45%
3 Year	11.77%	8.28%
5 Year	12.39%	8.8%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	4.42%	13.896%
Sharp	0.74%	-0.047%
Beta	0.69%	-
Alpha	2.58%	-

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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
Funds Managed	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	50.87	32.92
Large Cap	59.33	33.5
Mid Cap	5.71	17.36
Small Cap	0.93	16.23

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	50.61	30.21
Communication Services	2.6	5
Energy	3.73	-
Industrials	5.43	14.52
Technology	6.35	17.55
Consumer Cyclical	13.79	11.46
Basic Materials	4.97	5.77
Financial Services	19.55	12.79
Consumer Defensive	4.85	0
Healthcare	3.1	2.7
Real Estate	0.09	-
Utilities	1.76	-