HDFC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹94251 Cr	₹978 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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	1.69%	1.54%
6 Month	0.72%	0.66%
1 Year	5.7%	6.89%
3 Year	22.6%	12.82%
5 Year	25.22%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	5.66%	6.1%
1 Year	7.19%	7.91%
3 Year	18.28%	10.86%
5 Year	20.32%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	17.82%	9.24%
3 Year	16.09%	9.66%
5 Year	15.02%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	9.701%	8.876%
Sharp	1.207%	0.244%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	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 - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Others	45.54	34.77
Large Cap	52.58	48.73
Small Cap	6.1	5.51
Mid Cap	6.45	10.99

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Others	43.92	33.82
Communication Services	2.71	3.41
Energy	7.4	5.63
Technology	5.37	6.76
Industrials	8.87	8.3
Basic Materials	2	3.5
Financial Services	22.36	19.03
Consumer Cyclical	5.5	7.01
Consumer Defensive	2.65	5.03
Real Estate	1.44	0.75
Healthcare	4.17	5.6
Utilities	4.3	1.15