PGIM India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

PGIM India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund Regular Growth

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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 Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth
Fund	HDFC Balanced Advantage Fund Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹103041 Cr	₹938 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 Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	1.23%	0.52%
6 Month	5.32%	3.89%
1 Year	4.89%	4.59%
3 Year	17.93%	9.74%
5 Year	23.08%	-

SIP Return Analysis

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	2.05%	0.83%
1 Year	10.43%	8.71%
3 Year	14.63%	9.26%
5 Year	17.32%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	17.32%	8.5%
3 Year	16.26%	9.78%
5 Year	15.12%	-

Risk Management

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	8.75%	8.28%
Sharp	1.26%	0.42%
Beta	1.16%	1.13%
Alpha	5.14%	-2.22%

Fund Managers

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	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 Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	34.5	35.71
Large Cap	52.86	45.74
Small Cap	5.81	3.75
Mid Cap	6.83	14.8

Sector Allocation

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	31.65	33.87
Communication Services	3.42	2.21
Energy	7.23	5.7
Technology	5.36	5.51
Industrials	7.96	9.24
Consumer Defensive	2.64	4.73
Financial Services	22.86	20.18
Basic Materials	2.31	2.91
Consumer Cyclical	6.76	8.46
Healthcare	4.04	5.49
Real Estate	1.55	0.52
Utilities	4.21	1.19

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