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 Risk	Moderately High
Asset Size (Cr)	₹978 Cr	₹1504 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	-0.35%	-1.68%
6 Month	-2.95%	-1.87%
1 Year	7.11%	7.55%
3 Year	7.79%	9.86%
5 Year	-	9.78%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	2.38%	4.07%
3 Year	9.54%	12.36%
5 Year	-	11.05%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	10.32%	8.61%
3 Year	9.8%	9.03%
5 Year	-	9.29%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.82%	5.55%
Sharp	0.48%	0.82%
Beta	1.02%	0.73%
Alpha	-0.67%	1.73%

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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
Fund Manage	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	32.5	52.08
Large Cap	49.05	33.67
Mid Cap	14.43	15.24
Small Cap	4.02	18.76

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	4.07	52.08
Sovereign	15.74	-
Energy	9.9	-
Materials	2.73	-
Technology	5.81	-
Construction	2.73	2.32
Financial	27.49	-
Healthcare	4.01	-
Chemicals	1.21	-
Capital Goods	6.34	-
Automobile	4.21	-
Insurance	2.52	-
Services	5.9	-
Consumer Staples	2.79	-
Consumer Discretionary	1.1	-
Communication	1.86	-
Diversified	1.22	-
Textiles	0.37	-
Petroleum Products	-	1.99
IT - Software	-	4.97
Capital Markets	-	3.27
Healthcare Services	-	1.11
Non - Ferrous Metals	-	0.09
Pharmaceuticals & Biotechnology	-	7.17
Banks	-	12.4
Paper, Forest & Jute Products	-	0.74
Fertilizers & Agrochemicals	-	1.15
Realty	-	3.59
Personal Products	-	0.14
Industrial Products	-	4.55
Electrical Equipment	-	1.73
Beverages	-	1.78
Power	-	3.41
Aerospace & Defense	-	0.44
Finance	-	4
Consumer Durables	-	4.71
Chemicals & Petrochemicals	-	0.59
Financial Technology (Fintech)	-	1.72
Automobiles	-	0.76
Retailing	-	1.74
Commercial Services & Supplies	-	0.74
Leisure Services	-	1.77
Auto Components	-	0.79