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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) | ₹103041 Cr | ₹938 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 | 1.32% | 0.91% |
| 6 Month | 5.55% | 4.31% |
| 1 Year | 4.51% | 4.17% |
| 3 Year | 18.21% | 10% |
| 5 Year | 23.1% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.04% | 1.84% |
| 1 Year | 11.81% | 9.77% |
| 3 Year | 15.26% | 9.84% |
| 5 Year | 17.84% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.32% | 8.5% |
| 3 Year | 16.26% | 9.78% |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.75% | 8.28% |
| Sharp | 1.26% | 0.42% |
| Beta | 1.16% | 1.13% |
| Alpha | 5.14% | -2.22% |
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 | 34.5 | 35.71 |
| Large Cap | 52.86 | 45.74 |
| Small Cap | 5.81 | 3.75 |
| Mid Cap | 6.83 | 14.8 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.65 | 33.87 |
| Communication Services | 3.42 | 2.21 |
| Energy | 7.23 | 5.7 |
| Technology | 5.36 | 5.51 |
| Industrials | 7.96 | 9.24 |
| Consumer Defensive | 2.64 | 4.73 |
| Financial Services | 22.86 | 20.18 |
| Basic Materials | 2.31 | 2.91 |
| Consumer Cyclical | 6.76 | 8.46 |
| Healthcare | 4.04 | 5.49 |
| Real Estate | 1.55 | 0.52 |
| Utilities | 4.21 | 1.19 |
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