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) | ₹978 Cr | ₹2652 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 | 3.13% | 2.29% |
6 Month | 0.2% | 1.63% |
1 Year | 7.31% | 13.01% |
3 Year | 9.66% | 14.14% |
5 Year | - | 13.9% |
SIP Return Analysis
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.37% | 2.28% |
1 Year | 1.78% | 4.99% |
3 Year | 9.82% | 15.41% |
5 Year | - | 13.48% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.32% | 8.22% |
3 Year | 9.8% | 9.95% |
5 Year | - | 8.8% |
Risk Management
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.876% | 8.096% |
Sharp | 0.244% | 0.607% |
Beta | - | - |
Alpha | - | - |
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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 | 34.77 | 34.05 |
Large Cap | 48.73 | 56.4 |
Mid Cap | 10.99 | 5.5 |
Small Cap | 5.51 | 4.04 |
Sector Allocation
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 33.82 | 32.81 |
Energy | 5.63 | 7.7 |
Industrials | 8.3 | 5.28 |
Technology | 6.76 | 6.58 |
Healthcare | 5.6 | 5.99 |
Financial Services | 19.03 | 21.88 |
Basic Materials | 3.5 | 3.97 |
Consumer Cyclical | 7.01 | 7.77 |
Consumer Defensive | 5.03 | 2.51 |
Communication Services | 3.41 | 3.08 |
Utilities | 1.15 | 1.99 |
Real Estate | 0.75 | 0.43 |
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