HSBC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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PGIM India Balanced Advantage Fund - Regular Growth

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HSBC 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	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Fund	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹976 Cr	₹1526 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	04 Feb 2021	07 Feb 2011
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	%	49%
Expense Ratio	2.18	2.11
Manager	Puneet Pal	Mahesh A Chhabria
ISIN Code	INF663L01V72	INF917K01KY4
Exits Load	PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	2.57%	1.38%
6 Month	5.42%	0.39%
1 Year	6.14%	5.16%
3 Year	13.74%	13.48%
5 Year	-	11.14%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	7.52%	4.43%
1 Year	12.44%	6.6%
3 Year	12.01%	12.16%
5 Year	-	10.88%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	9.24%	8.49%
3 Year	9.66%	9.16%
5 Year	-	9.69%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	8.98%	6.75%
Sharp	0.76%	0.96%
Beta	-	-
Alpha	-	-

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Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Name	Puneet Pal	Mahesh A Chhabria
Total AUM	₹20950 Cr	₹15021 Cr
Funds Managed	19	9
	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	29.53	34.98
Large Cap	52.75	35.51
Mid Cap	13.43	12.01
Small Cap	4.29	17.5

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	27.65	34.7
Energy	6.63	2.98
Industrials	8.81	7.87
Technology	7.34	8.81
Healthcare	5.23	6.65
Financial Services	22.71	21.09
Basic Materials	4.64	1.87
Consumer Cyclical	7.27	7.2
Consumer Defensive	5.28	2.37
Communication Services	3.2	-
Utilities	1.24	3.73
Real Estate	-	2.71