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PGIM India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹995 Cr | ₹13047 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 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.35% | -1.69% |
| 6 Month | 7.56% | 5.65% |
| 1 Year | 3.43% | 0.64% |
| 3 Year | 10.81% | 12.53% |
| 5 Year | - | 14.31% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.08% | 2.73% |
| 1 Year | 7.78% | 4.15% |
| 3 Year | 10.73% | 11.5% |
| 5 Year | - | 11.66% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.24% | 9.54% |
| 3 Year | 9.66% | 11.43% |
| 5 Year | - | 11.32% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.98% | 8.31% |
| Sharp | 0.76% | 0.96% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.38 | 22.7 |
| Large Cap | 51.37 | 56.05 |
| Mid Cap | 13.93 | 14.48 |
| Small Cap | 4.33 | 6.77 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.14 | 19.75 |
| Energy | 6.77 | 5.86 |
| Industrials | 9.05 | 5.68 |
| Technology | 7.16 | 8.67 |
| Healthcare | 5.45 | 8.2 |
| Financial Services | 22.7 | 25.97 |
| Basic Materials | 4.57 | 4.39 |
| Consumer Cyclical | 7.58 | 8.97 |
| Consumer Defensive | 5.01 | 5.46 |
| Communication Services | 3.32 | 3.26 |
| Utilities | 1.26 | 2.95 |
| Real Estate | - | 0.83 |
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