PGIM India Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) 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)	₹1022 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	3.25%	1.31%
6 Month	16.53%	11.48%
1 Year	-12.73%	1.45%
3 Year	8.31%	8.94%
5 Year	8.44%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	7.73%	2.75%
1 Year	9.37%	9.82%
3 Year	7.5%	10.28%
5 Year	7.93%	-

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	13.46%	8.38%
Sharp	0.19%	0.28%
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	23.24	30.18
Small Cap	19.3	3.94
Large Cap	27.7	50.59
Mid Cap	29.77	15.29

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	8.65	28.48
Consumer Cyclical	29.34	7.82
Healthcare	3.2	5.57
Financial Services	12.82	21.97
Basic Materials	11.27	3.2
Industrials	4.23	10.21
Technology	30.48	6.92
Communication Services	0	2.51
Energy	-	6.23
Consumer Defensive	-	5.32
Utilities	-	1.23
Real Estate	-	0.55