PGIM India Balanced Advantage Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) 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 | 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 |
| 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% | - |
| 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% |
| 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% | - |
| 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 | 19.11 | 32.5 |
| Large Cap | 17.71 | 49.05 |
| Mid Cap | 46.3 | 14.43 |
| Small Cap | 16.86 | 4.02 |
| 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 |
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