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HSBC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹938 Cr | ₹1556 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 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.17% | 0.41% |
| 6 Month | 3.86% | 3.22% |
| 1 Year | 7.21% | 4.85% |
| 3 Year | 10.33% | 11.76% |
| 5 Year | - | 9.78% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.83% | 1.11% |
| 1 Year | 8.71% | 6.53% |
| 3 Year | 9.26% | 10.1% |
| 5 Year | - | 9.93% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.5% | 8.25% |
| 3 Year | 9.78% | 9.41% |
| 5 Year | - | 9.98% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.28% | 6.63% |
| Sharp | 0.42% | 0.75% |
| Beta | 1.13% | 0.84% |
| Alpha | -2.22% | 0.73% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.71 | 36.32 |
| Large Cap | 45.74 | 45.15 |
| Mid Cap | 14.8 | 8.26 |
| Small Cap | 3.75 | 10.26 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.87 | 33.52 |
| Energy | 5.7 | 2.19 |
| Industrials | 9.24 | 6.94 |
| Technology | 5.51 | 5.22 |
| Consumer Cyclical | 8.46 | 7.68 |
| Healthcare | 5.49 | 7.05 |
| Financial Services | 20.18 | 23.39 |
| Basic Materials | 2.91 | 1.07 |
| Consumer Defensive | 4.73 | 7.92 |
| Communication Services | 2.21 | - |
| Utilities | 1.19 | 3.25 |
| Real Estate | 0.52 | 1.78 |
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