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PGIM India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹953 Cr | ₹3810 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Feb 2021 | 01 Aug 2017 |
| 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 | % | 24% |
| Expense Ratio | 2.18 | 2 |
| Manager | Puneet Pal | Hardik Shah |
| ISIN Code | INF663L01V72 | INF846K01A52 |
| 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 | Axis 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 | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.21% | -0.6% |
| 6 Month | 1.31% | 3.17% |
| 1 Year | 3.27% | 4.32% |
| 3 Year | 9.83% | 14.01% |
| 5 Year | - | 11.69% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.11% | 2.31% |
| 1 Year | 9.71% | 10.02% |
| 3 Year | 9.21% | 12.92% |
| 5 Year | - | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.5% | 7.96% |
| 3 Year | 9.78% | 10.86% |
| 5 Year | - | 10.67% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.25% | 7.47% |
| Sharp | 0.39% | 0.90% |
| Beta | 1.14% | 1.06% |
| Alpha | -1.99% | 1.82% |
Fund Managers
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Puneet Pal | Hardik Shah |
| Total AUM | ₹20950 Cr | ₹0 Cr |
| Funds Managed | 19 | 12 |
| PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.78 | 35.01 |
| Large Cap | 46.64 | 57.06 |
| Mid Cap | 14.4 | 5.16 |
| Small Cap | 4.18 | 2.77 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.56 | 28.65 |
| Energy | 6.38 | 6.73 |
| Industrials | 8.99 | 7.6 |
| Technology | 6.01 | 9.23 |
| Consumer Cyclical | 8.11 | 7.12 |
| Healthcare | 5.36 | 5.03 |
| Financial Services | 21.04 | 21.62 |
| Basic Materials | 2.85 | 3.51 |
| Consumer Defensive | 4.56 | 4.69 |
| Communication Services | 2.4 | 2.15 |
| Utilities | 1.17 | 2.18 |
| Real Estate | 0.56 | 1.5 |
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