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

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

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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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 -5.31% -2.87%
6 Month 7.99% 5.58%
1 Year 11.88% 15.91%
3 Year 10.47% 8.44%
5 Year 10.15% -

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 11.99% 12.21%
3 Year 16.35% 12.24%
5 Year 13.1% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Year 9.37% 10.08%
3 Year 8.11% 9.97%
5 Year 8.34% -

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%

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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
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

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