Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs ICICI Prudential Balanced Advantage Fund 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	2.88%	4.64%
6 Month	-3.36%	-23.02%
1 Year	6.79%	-9.22%
3 Year	11.48%	5.59%
5 Year	18.36%	10.09%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	0.2%	-12.96%
1 Year	2.25%	-25.64%
3 Year	11.86%	1.74%
5 Year	12.65%	4.55%

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	0.8%	-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
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	46.98	32.92
Large Cap	59.86	33.5
Mid Cap	5.83	17.36
Small Cap	1	16.23

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	46.79	30.21
Energy	3.9	-
Industrials	5.37	14.52
Technology	6.62	17.55
Consumer Cyclical	14.25	11.46
Basic Materials	4.88	5.77
Financial Services	19.48	12.79
Consumer Defensive	5.15	0
Healthcare	2.82	2.7
Real Estate	0.09	-
Communication Services	2.33	5
Utilities	2	-