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HDFC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
1 Month 2.4% 3.13%
6 Month 0.03% 0.2%
1 Year 7.27% 7.31%
3 Year 20% 9.66%
5 Year 24.94% -

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
6 Month 2.19% 2.37%
1 Year 1.49% 1.78%
3 Year 18.39% 9.82%
5 Year 20.82% -

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
1 Year 18.17% 10.32%
3 Year 15.89% 9.8%
5 Year 14.91% -

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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