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)	₹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

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%	-

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%	-

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%	-

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

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