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 Risk	High Risk
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	-0.25%	-10.5%
6 Month	-2.15%	-20.98%
1 Year	7.65%	-7.62%
3 Year	11.48%	5.65%
5 Year	12.16%	5.64%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	5.69%	-
1 Year	1.93%	-25.16%
3 Year	11.57%	1.77%
5 Year	12.82%	4.65%

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%	12.659%
Sharp	0.89%	0.107%
Beta	0.66%	-
Alpha	2.86%	-

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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