HDFC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹100299 Cr | ₹976 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 | 2.04% | 3.45% |
6 Month | 5.02% | 6.26% |
1 Year | 6.44% | 7.36% |
3 Year | 23.42% | 13.87% |
5 Year | 24.74% | - |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 6.98% | 8.39% |
1 Year | 10.71% | 13.05% |
3 Year | 19.39% | 12.68% |
5 Year | 21.05% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.74% | 9.25% |
Sharp | 1.40% | 0.51% |
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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