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Axis Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹995 Cr | ₹3431 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Feb 2021 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | 24% |
| Expense Ratio | 2.18 | 2 |
| Manager | Puneet Pal | Hardik Shah |
| ISIN Code | INF663L01V72 | INF846K01A52 |
| Exits Load | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.17% | -1% |
| 6 Month | 7.34% | 4.74% |
| 1 Year | 4.18% | 5.33% |
| 3 Year | 9.57% | 13.1% |
| 5 Year | - | 13.01% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.13% | 1.48% |
| 1 Year | 5.15% | 2.83% |
| 3 Year | 9.26% | 12.89% |
| 5 Year | - | 12.05% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.78% | 8.63% |
| 3 Year | 9.82% | 10.55% |
| 5 Year | - | 10.25% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.46% | 7.58% |
| Sharp | 0.48% | 0.91% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Puneet Pal | Hardik Shah |
| Total AUM | ₹20950 Cr | ₹0 Cr |
| Funds Managed | 19 | 12 |
| PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.38 | 36.86 |
| Large Cap | 51.37 | 54.94 |
| Mid Cap | 13.93 | 5.37 |
| Small Cap | 4.33 | 2.84 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.14 | 32.11 |
| Energy | 6.77 | 7.26 |
| Industrials | 9.05 | 7.13 |
| Technology | 7.16 | 7.07 |
| Healthcare | 5.45 | 5.67 |
| Financial Services | 22.7 | 22.96 |
| Basic Materials | 4.57 | 3.57 |
| Consumer Cyclical | 7.58 | 5.44 |
| Consumer Defensive | 5.01 | 3.25 |
| Communication Services | 3.32 | 2.4 |
| Utilities | 1.26 | 2.56 |
| Real Estate | - | 0.57 |
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