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Edelweiss Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹978 Cr | ₹12238 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Feb 2021 | 20 Aug 2009 |
| 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 | % | 81% |
| Expense Ratio | 2.18 | 1.69 |
| Manager | Puneet Pal | Rahul Dedhia |
| ISIN Code | INF663L01V72 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.64% | 3.57% |
| 6 Month | -0.68% | -1.84% |
| 1 Year | 8.35% | 5.48% |
| 3 Year | 10.5% | 12.29% |
| 5 Year | - | 15.83% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.07% | 0.8% |
| 1 Year | 1.48% | -1.67% |
| 3 Year | 9.1% | 10.55% |
| 5 Year | - | 11.16% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.32% | 9.77% |
| 3 Year | 9.8% | 11.52% |
| 5 Year | - | 11.23% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.876% | 8.045% |
| Sharp | 0.244% | 0.5% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Puneet Pal | Rahul Dedhia |
| Total AUM | ₹20950 Cr | ₹31988 Cr |
| Funds Managed | 19 | 10 |
| PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.77 | 27.12 |
| Large Cap | 48.73 | 52.16 |
| Mid Cap | 10.99 | 13.82 |
| Small Cap | 5.51 | 6.9 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.82 | 27.05 |
| Energy | 5.63 | 4.13 |
| Industrials | 8.3 | 3.8 |
| Technology | 6.76 | 10.12 |
| Healthcare | 5.6 | 7.32 |
| Financial Services | 19.03 | 21.21 |
| Basic Materials | 3.5 | 2.38 |
| Consumer Cyclical | 7.01 | 9.99 |
| Consumer Defensive | 5.03 | 5.86 |
| Communication Services | 3.41 | 2.28 |
| Utilities | 1.15 | 4.53 |
| Real Estate | 0.75 | 1.34 |
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