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HDFC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹107971 Cr | ₹949 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 04 Feb 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 21.38% | % |
| Expense Ratio | 1.35 | 2.18 |
| Manager | Anil Bamboli | Puneet Pal |
| ISIN Code | INF179K01830 | INF663L01V72 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.47% | -1.21% |
| 6 Month | 2% | - |
| 1 Year | 6.79% | 5.86% |
| 3 Year | 18.23% | 10.42% |
| 5 Year | 19.95% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.39% | 0.96% |
| 1 Year | 10.31% | 7.82% |
| 3 Year | 13.88% | 8.74% |
| 5 Year | 17.01% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.35% | 8.5% |
| 3 Year | 16.32% | 9.78% |
| 5 Year | 15.11% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.69% | 8.25% |
| Sharp | 1.18% | 0.39% |
| Beta | 1.16% | 1.14% |
| Alpha | 4.92% | -1.99% |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Anil Bamboli | Puneet Pal |
| Total AUM | ₹135442 Cr | ₹20950 Cr |
| Funds Managed | 12 | 19 |
| HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.92 | 34.78 |
| Large Cap | 53.76 | 46.64 |
| Small Cap | 5.26 | 4.18 |
| Mid Cap | 7.06 | 14.4 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.67 | 32.56 |
| Communication Services | 3.62 | 2.4 |
| Energy | 7.59 | 6.38 |
| Technology | 6.11 | 6.01 |
| Industrials | 7.82 | 8.99 |
| Financial Services | 23.67 | 21.04 |
| Basic Materials | 2.16 | 2.85 |
| Consumer Cyclical | 6.89 | 8.11 |
| Consumer Defensive | 2.53 | 4.56 |
| Healthcare | 4.18 | 5.36 |
| Real Estate | 1.83 | 0.56 |
| Utilities | 3.93 | 1.17 |
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