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	-1.2%	-5.12%
6 Month	-4%	-24.26%
1 Year	5.8%	-9.2%
3 Year	11.7%	5.99%
5 Year	13.99%	6.17%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-2.62%	-16.24%
1 Year	-2.18%	-31.4%
3 Year	10.39%	-0.45%
5 Year	11.85%	3.28%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.12%	9.45%
3 Year	11.79%	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	0.8%	-0.047%
Beta	0.68%	-
Alpha	2.59%	-

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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	46.97528	32.91804
Large Cap	59.86394	33.49983
Mid Cap	5.82503	17.35508
Small Cap	1.00085	16.22703

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	46.78899	30.21485
Energy	3.89721	-
Industrials	5.37436	14.51762
Technology	6.61587	17.549
Consumer Cyclical	14.24982	11.45758
Basic Materials	4.8819	5.76878
Financial Services	19.4754	12.79188
Consumer Defensive	5.14766	0
Healthcare	2.81698	2.70319
Real Estate	0.09051	-
Communication Services	2.32951	4.99708
Utilities	1.99689	-