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

Link copied to clipboard!

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

Invest Now

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	High Risk	Very High Risk
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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-10.5%	-1.2%
6 Month	-20.98%	-5.84%
1 Year	-7.62%	5.01%
3 Year	5.65%	7.73%
5 Year	5.64%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-23.62%	-2.98%
3 Year	2.37%	7.55%
5 Year	4.93%	-

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%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	12.659%	8.876%
Sharp	0.107%	0.244%
Beta	-	-
Alpha	-	-

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

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