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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) | ₹953 Cr | ₹13239 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 | 0.9% | 1.04% |
| 6 Month | 2.62% | 4.6% |
| 1 Year | 3.92% | 4.6% |
| 3 Year | 9.73% | 11.86% |
| 5 Year | - | 12.4% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.79% | 3.13% |
| 1 Year | 10.46% | 12.22% |
| 3 Year | 9.58% | 11.2% |
| 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 | 8.5% | 9.2% |
| 3 Year | 9.78% | 11.71% |
| 5 Year | - | 11.5% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.25% | 8.00% |
| Sharp | 0.39% | 0.65% |
| Beta | 1.14% | 1.13% |
| Alpha | -1.99% | - |
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 | 35.07 | 23.07 |
| Large Cap | 46.36 | 56.28 |
| Mid Cap | 14.55 | 14.37 |
| Small Cap | 4.02 | 6.28 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.83 | 19.18 |
| Energy | 6.11 | 4.81 |
| Industrials | 9.25 | 6.55 |
| Technology | 5.85 | 9.05 |
| Consumer Cyclical | 8.16 | 10.64 |
| Healthcare | 5.58 | 6.22 |
| Financial Services | 20.56 | 27.51 |
| Basic Materials | 2.99 | 4.95 |
| Consumer Defensive | 4.5 | 3.62 |
| Communication Services | 2.37 | 3.91 |
| Utilities | 1.2 | 3.04 |
| Real Estate | 0.59 | 0.53 |
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