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

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

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tortoise-icon 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) ₹1011 Cr ₹978 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Month 6.11% 4.64%
6 Month -16.24% -0.68%
1 Year -5.26% 8.35%
3 Year 8.15% 10.5%
5 Year 9.4% -

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
6 Month -4% 2.07%
1 Year -20.56% 1.48%
3 Year 1.94% 9.1%
5 Year 4.51% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Year 9.45% 10.32%
3 Year 8.28% 9.8%
5 Year 8.8% -

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 13.896% 8.876%
Sharp -0.047% 0.244%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

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

PGIM India Balanced Advantage Fund - Regular Growth

Others 32.92 34.77
Mid Cap 17.36 10.99
Small Cap 16.23 5.51
Large Cap 33.5 48.73

Sector Allocation

Scheme Name

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

PGIM India Balanced Advantage Fund - Regular Growth

Others 30.21 33.82
Technology 17.55 6.76
Healthcare 2.7 5.6
Financial Services 12.79 19.03
Industrials 14.52 8.3
Consumer Cyclical 11.46 7.01
Basic Materials 5.77 3.5
Communication Services 5 3.41
Consumer Defensive 0 5.03
Energy - 5.63
Utilities - 1.15
Real Estate - 0.75

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