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)	₹913 Cr	₹995 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	-1.71%	-2.12%
6 Month	1.62%	5.91%
1 Year	-11.21%	2.35%
3 Year	8.48%	10.13%
5 Year	7.67%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	7.05%	4.08%
1 Year	-2.94%	7.78%
3 Year	5.82%	10.73%
5 Year	6.96%	-

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	14.09%	8.98%
Sharp	0.39%	0.76%
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	39.47	30.38
Large Cap	30.95	51.37
Small Cap	9.1	4.33
Mid Cap	20.47	13.93

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	18.21	27.14
Healthcare	2.41	5.45
Industrials	5.38	9.05
Financial Services	5.51	22.7
Basic Materials	14.83	4.57
Consumer Defensive	0	5.01
Technology	29.03	7.16
Consumer Cyclical	18.02	7.58
Communication Services	6.6	3.32
Energy	-	6.77
Utilities	-	1.26