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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) | ₹949 Cr | ₹1591 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 | -1.16% | -0.34% |
| 6 Month | -0.71% | 0.15% |
| 1 Year | 6.75% | 4.09% |
| 3 Year | 10.01% | 11.46% |
| 5 Year | - | 8.64% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.24% | -0.27% |
| 1 Year | 3.51% | 4.27% |
| 3 Year | 7.24% | 8.24% |
| 5 Year | - | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.92% | 8.17% |
| 3 Year | 9.86% | 9.52% |
| 5 Year | - | 9.9% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.82% | 5.55% |
| Sharp | 0.58% | 0.88% |
| Beta | 1.17% | 0.83% |
| Alpha | -1.45% | 1.45% |
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 | 37.4 | 36.98 |
| Large Cap | 46.16 | 45.91 |
| Mid Cap | 13.46 | 7.29 |
| Small Cap | 2.98 | 9.82 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.13 | 31.18 |
| Energy | 6.53 | 2.16 |
| Industrials | 7.63 | 7.81 |
| Technology | 6.87 | 6.99 |
| Consumer Cyclical | 7.9 | 6.49 |
| Healthcare | 5.06 | 6.8 |
| Financial Services | 20.53 | 26.32 |
| Basic Materials | 2.86 | 1.09 |
| Consumer Defensive | 4.29 | 6.53 |
| Communication Services | 2.46 | - |
| Utilities | 1.2 | 3.01 |
| Real Estate | 0.54 | 1.61 |
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