Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs PGIM India Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Invest Now

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

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 Very High Very High
Asset Size (Cr) ₹1228 Cr ₹1138 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Sep 2016 24 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 2.17 2.14
Manager Rakesh Shetty Puneet Pal
ISIN Code INF247L01585 INF663L01V72
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load of 0.5%, if redeemed within 90 days./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 5.22% 1.42%
6 Month 18.37% 13.17%
1 Year 26.2% 19.75%
3 Year 14.06% 10.57%
5 Year 13.31% -

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 7.29% 7.64%
3 Year 24.3% 18.36%
5 Year 35.58% 20.59%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Year 9.3% 9.86%
3 Year 8.18% 9.99%
5 Year 8.4% -

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 19.11 32.5
Large Cap 17.71 49.05
Mid Cap 46.3 14.43
Small Cap 16.86 4.02

Sector Allocation

Scheme Name

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

PGIM India Balanced Advantage Fund - Regular Growth

Others 24.15 4.07
Financial 4.41 27.49
Sovereign 2.43 15.74
Technology 8.26 5.81
Construction 3 2.73
Healthcare 5.17 4.01
Capital Goods 3.36 6.34
Services 14.57 5.9
Consumer Staples 1.56 2.79
Energy 1.18 9.9
Automobile 19.24 4.21
Communication 3.03 1.86
Insurance 9.62 2.52
Materials - 2.73
Chemicals - 1.21
Consumer Discretionary - 1.1
Diversified - 1.22
Textiles - 0.37

Top Comparisons

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns6.36%

VS

INVESCO INDIA LOW DURATION FUND - Regular - Growth INVESCO INDIA LOW DURATION FUND - Regular - Growth

3Y Returns5.28%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns11.09%

VS

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.82%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.53%

VS

Quant Overnight Fund Regular - Growth Quant Overnight Fund Regular - Growth

3Y Returns0%

Compare Now

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns18.54%

VS

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

3Y Returns17.32%

Compare Now
Request call back
Add to Cart Successfully