Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs PGIM India Balanced Advantage Fund compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
| 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) | ₹1238 Cr | ₹1057 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 | 2.18 | 2.16 |
| 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 | -0.5% | 0.55% |
| 6 Month | 1.55% | 2.38% |
| 1 Year | 9.68% | 11.08% |
| 3 Year | 11.08% | 8.95% |
| 5 Year | 9.69% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.1% | 7.63% |
| 3 Year | 14.34% | 11.32% |
| 5 Year | 12.05% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.37% | 10.08% |
| 3 Year | 8.11% | 9.97% |
| 5 Year | 8.34% | - |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.95% | 7.82% |
| Sharp | 0.62% | 0.48% |
| Beta | 0.81% | 1.02% |
| Alpha | 2.75% | -0.67% |
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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 |
| Fund Manage | 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 | 17.11 | 32.5 |
| Large Cap | 16.73 | 49.05 |
| Mid Cap | 37.81 | 14.43 |
| Small Cap | 28.37 | 4.02 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 17.11 | 4.07 |
| IT - Software | 2.43 | - |
| IT - Services | 6.95 | - |
| Construction | 1.02 | 2.73 |
| Banks | 6.65 | - |
| Pharmaceuticals & Biotechnology | 1.05 | - |
| Transport Infrastructure | 4.36 | - |
| Automobiles | 0.55 | - |
| Finance | 14.99 | - |
| Consumer Durables | 0.58 | - |
| Auto Components | 17.7 | - |
| Leisure Services | 2.37 | - |
| Retailing | 9.33 | - |
| Insurance | 11.99 | 2.52 |
| Financial Technology (Fintech) | 2.94 | - |
| Sovereign | - | 15.74 |
| Energy | - | 9.9 |
| Materials | - | 2.73 |
| Technology | - | 5.81 |
| Financial | - | 27.49 |
| Healthcare | - | 4.01 |
| Chemicals | - | 1.21 |
| Capital Goods | - | 6.34 |
| Automobile | - | 4.21 |
| Services | - | 5.9 |
| Consumer Staples | - | 2.79 |
| Consumer Discretionary | - | 1.1 |
| Communication | - | 1.86 |
| Diversified | - | 1.22 |
| Textiles | - | 0.37 |
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