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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
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 | 1.09% | 2.79% |
| 6 Month | -19.21% | -1.4% |
| 1 Year | -8.6% | 8.7% |
| 3 Year | 5.76% | 8.83% |
| 5 Year | 9.02% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -7.85% | 1.49% |
| 1 Year | -23.29% | 1.29% |
| 3 Year | 1.81% | 9.49% |
| 5 Year | 4.49% | - |
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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