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PGIM India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - 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 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 1.42% 0.88%
6 Month 2.46% 2.63%
1 Year 8.84% 11.64%
3 Year 11.62% 15.33%
5 Year - 14.99%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 5.57% 4.34%
1 Year 8.01% 8.91%
3 Year 11.42% 16.26%
5 Year - 13.9%

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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