Compare Mutual Funds

Insights from Fund Comparison

• Both ICICI Pru PSU Equity Fund - Direct (G) and Motilal Oswal Innovation Opportunities Fund-Dir (IDCW) are Sectoral / Thematic, Equity schemes. ICICI Pru PSU Equity Fund - Direct (G) is 3 yrs 7 m old and manages ₹2,021.84 Crs, whereas Motilal Oswal Innovation Opportunities Fund-Dir (IDCW) is 1 yrs 2 m old with ₹470.83 Crs.
• ICICI Pru PSU Equity Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• ICICI Pru PSU Equity Fund - Direct (G) has its top 3 sectors in Power Generation & Distribution (16.73%), Banks (16.15%), and Refineries (10.05%), while Motilal Oswal Innovation Opportunities Fund-Dir (IDCW) focuses on Capital Goods - Electrical Equipment (16.84%), Consumer Durables (11.30%), and IT - Software (8.34%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• ICICI Pru PSU Equity Fund - Direct (G) holds TREPS (8.46%), State Bank Of India (8.39%), NTPC Ltd. (7.48%), Power Grid Corporation Of India Ltd. (5.67%), and Life Insurance Corporation of India (4.47%), whereas Motilal Oswal Innovation Opportunities Fund-Dir (IDCW) holds Collateralized Borrowing & Lending Obligation (12.72%), InterGlobe Aviation Limited (4.86%), CG Power and Industrial Solutions Limited (4.58%), Emmvee Photovoltaic Power Limited (4.52%), and Bharat Heavy Electricals Limited (4.36%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, ICICI Pru PSU Equity Fund - Direct (G) has 87.71% equity and 0.98% debt, while Motilal Oswal Innovation Opportunities Fund-Dir (IDCW) has 86.09% equity and 0.00% debt.
• Risk profile is similar for both funds.
• ICICI Pru PSU Equity Fund - Direct (G) outperformed Motilal Oswal Innovation Opportunities Fund-Dir (IDCW) in 3 Months, 6 Months, 1 Year (returns: -4.61%, 0.51%, 6.93% ) but underperformed in 3 Years (returns: 27.51%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.