PGIM India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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PGIM India Balanced Advantage Fund - Regular Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹949 Cr	₹13411 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Feb 2021	20 Aug 2009
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	%	81%
Expense Ratio	2.18	1.69
Manager	Puneet Pal	Rahul Dedhia
ISIN Code	INF663L01V72	INF754K01285
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	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-0.57%	1.12%
6 Month	0.06%	3.61%
1 Year	6.28%	7.49%
3 Year	10.48%	13.33%
5 Year	-	11.58%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	1.36%	3.75%
1 Year	8.49%	13.41%
3 Year	8.88%	11.35%
5 Year	-	11.3%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	7.92%	9.14%
3 Year	9.86%	11.74%
5 Year	-	11.54%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	7.82%	7.27%
Sharp	0.58%	0.86%
Beta	1.17%	1.12%
Alpha	-1.45%	0.9%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Puneet Pal	Rahul Dedhia
Total AUM	₹20950 Cr	₹31988 Cr
Funds Managed	19	10
	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	34.78	16.14
Large Cap	46.64	61.72
Mid Cap	14.4	15.34
Small Cap	4.18	4.62

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	32.56	15.9
Energy	6.38	-
Industrials	8.99	-
Technology	6.01	-
Consumer Cyclical	8.11	-
Healthcare	5.36	-
Financial Services	21.04	-
Basic Materials	2.85	-
Consumer Defensive	4.56	-
Communication Services	2.4	-
Utilities	1.17	-
Real Estate	0.56	-
Petroleum Products	-	5.01
Power	-	1.96
IT - Software	-	6.41
Auto Components	-	1.97
Construction	-	3.06
Retailing	-	2.17
Finance	-	7.48
Consumer Durables	-	1.87
Healthcare Services	-	2.01
Diversified FMCG	-	2.44
Non - Ferrous Metals	-	0.89
Banks	-	17.99
Pharmaceuticals & Biotechnology	-	4.16
Aerospace & Defense	-	1.09
Commercial Services & Supplies	-	0.05
Electrical Equipment	-	1.75
Ferrous Metals	-	1.07
Realty	-	0.4
Automobiles	-	6.88
Other Consumer Services	-	0.03
Telecom - Services	-	3.89
Insurance	-	1.35
Gas	-	0.76
Fertilizers & Agrochemicals	-	0.37
Food Products	-	0.01
Agricultural Food & other Products	-	0.7
Chemicals & Petrochemicals	-	0.86
Industrial Products	-	0.7
Capital Markets	-	1.7
Cement & Cement Products	-	0.92
Transport Services	-	0.63
Textiles & Apparels	-	0.2
Industrial Manufacturing	-	1.14