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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) | ₹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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