Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs PGIM India Balanced Advantage Fund compare

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Fund	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹987 Cr	₹965 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	27 Sep 2016	04 Feb 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	260%	%
Expense Ratio	2.19	2.18
Manager	Rakesh Shetty	Puneet Pal
ISIN Code	INF247L01585	INF663L01V72
Exits Load	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	0.54%	-0.97%
6 Month	9.72%	8.39%
1 Year	-8.19%	4.31%
3 Year	8.6%	9.65%
5 Year	7.99%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	6.35%	2.72%
1 Year	-0.6%	6.4%
3 Year	5.64%	9.68%
5 Year	6.85%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	8.45%	8.78%
3 Year	8.28%	9.82%
5 Year	8.75%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	13.50%	8.46%
Sharp	0.23%	0.48%
Beta	-	-
Alpha	-	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Name	Rakesh Shetty	Puneet Pal
Total AUM	₹33886 Cr	₹20950 Cr
Funds Managed	19	19
	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	28.48	30.18
Large Cap	30.04	50.59
Small Cap	16.72	3.94
Mid Cap	24.77	15.29

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	8.32	28.48
Healthcare	10.1	5.57
Financial Services	13.49	21.97
Basic Materials	14.91	3.2
Industrials	3.6	10.21
Technology	24.66	6.92
Consumer Cyclical	19.1	7.82
Communication Services	5.82	2.51
Energy	-	6.23
Consumer Defensive	-	5.32
Utilities	-	1.23
Real Estate	-	0.55