Edelweiss Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1274 Cr ₹10203 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 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 2.09 1.7
Manager Puneet Pal Rahul Dedhia
ISIN Code INF663L01V72 INF754K01285
Exits Load 0.5% for redemption within 90 days/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 3% 2.81%
6 Month 12.05% 14.62%
1 Year 15.92% 24.95%
3 Year 10.76% 13.69%
5 Year - 16.17%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.64% 11.59%
3 Year 18.36% 26.05%
5 Year 20.59% 48.37%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 9.08% 15.85%
3 Year 23.3% 37.08%
5 Year 24.29% 51.45%

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 7.82% 7.27%
Sharp 0.43% 0.84%
Beta 1% 0.93%
Alpha 0.32% 3.19%

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

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 49.05 56.06
Others 32.5 21.37
Mid Cap 14.43 9.03
Small Cap 4.02 3.01

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Financial 27.49 24.14
Sovereign 15.74 2.27
Energy 9.9 9.3
Others 4.07 17.38
Technology 5.81 4.66
Construction 2.73 3.56
Materials 2.73 2.32
Communication 1.86 2.95
Services 5.9 2.94
Capital Goods 6.34 2.16
Insurance 2.52 0.35
Automobile 4.21 6.09
Healthcare 4.01 3.69
Consumer Staples 2.79 3.96
Diversified 1.22 -
Consumer Discretionary 1.1 -
Chemicals 1.21 0.82
Textiles 0.37 0.32
Metals & Mining - 2.56

Top Comparisons

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns1.45%

VS

Nippon India Passive Flexicap FoF - Regular Plan - Growth Option Nippon India Passive Flexicap FoF - Regular Plan - Growth Option

3Y Returns18.81%

Compare Now

ICICI Prudential US Bluechip Equity Fund - Growth ICICI Prudential US Bluechip Equity Fund - Growth

3Y Returns9.53%

VS

Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan

3Y Returns3.56%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns23.38%

VS

Axis Growth Opportunities Fund - Regular Plan - Growth Axis Growth Opportunities Fund - Regular Plan - Growth

3Y Returns18.3%

Compare Now

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns6.16%

VS

SBI Floating Rate Debt Fund - Regular Plan - Growth SBI Floating Rate Debt Fund - Regular Plan - Growth

3Y Returns6.09%

Compare Now
Request call back
Add to Cart Successfully