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)	₹937 Cr	₹953 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	-3.84%	-0.96%
6 Month	2.9%	1.44%
1 Year	-7.81%	3.62%
3 Year	8.46%	9.8%
5 Year	6.52%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-0.81%	1.11%
1 Year	7.77%	9.71%
3 Year	4.22%	9.21%
5 Year	6.18%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	7.66%	8.5%
3 Year	8.43%	9.78%
5 Year	8.45%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	14.05%	8.25%
Sharp	0.24%	0.39%
Beta	1.34%	1.14%
Alpha	-2.82%	-1.99%

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	51.18	34.78
Small Cap	15.84	4.18
Mid Cap	15.2	14.4
Large Cap	17.79	46.64

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	36.19	32.56
Consumer Cyclical	15.53	8.11
Healthcare	7.54	5.36
Financial Services	0	21.04
Basic Materials	15.13	2.85
Technology	16.63	6.01
Communication Services	8.98	2.4
Industrials	0	8.99
Energy	-	6.38
Consumer Defensive	-	4.56
Utilities	-	1.17
Real Estate	-	0.56