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PGIM India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
Fund HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹100299 Cr ₹976 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 11 Sep 2000 04 Feb 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over 21.38% %
Expense Ratio 1.35 2.18
Manager Anil Bamboli Puneet Pal
ISIN Code INF179K01830 INF663L01V72
Exits Load HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
1 Month 2.04% 3.45%
6 Month 5.02% 6.26%
1 Year 6.44% 7.36%
3 Year 23.42% 13.87%
5 Year 24.74% -

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
6 Month 6.98% 8.39%
1 Year 10.71% 13.05%
3 Year 19.39% 12.68%
5 Year 21.05% -

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
1 Year 17.82% 9.24%
3 Year 16.09% 9.66%
5 Year 15.02% -

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 9.74% 9.25%
Sharp 1.40% 0.51%
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
Name Anil Bamboli Puneet Pal
Total AUM ₹135442 Cr ₹20950 Cr
Funds Managed 12 19
HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

PGIM India Balanced Advantage Fund - Regular Growth

Others 45.54 34.77
Large Cap 52.58 48.73
Small Cap 6.1 5.51
Mid Cap 6.45 10.99

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

PGIM India Balanced Advantage Fund - Regular Growth

Others 43.92 33.82
Communication Services 2.71 3.41
Energy 7.4 5.63
Technology 5.37 6.76
Industrials 8.87 8.3
Basic Materials 2 3.5
Financial Services 22.36 19.03
Consumer Cyclical 5.5 7.01
Consumer Defensive 2.65 5.03
Real Estate 1.44 0.75
Healthcare 4.17 5.6
Utilities 4.3 1.15

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