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PGIM India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹108205 Cr | ₹929 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 | -1.84% | -3.08% |
| 6 Month | 0.85% | -2.08% |
| 1 Year | 7.61% | 6.26% |
| 3 Year | 16.95% | 9.22% |
| 5 Year | 18.74% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.88% | -1.24% |
| 1 Year | 7.8% | 3.51% |
| 3 Year | 12.62% | 7.24% |
| 5 Year | 16.11% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.24% | 7.9% |
| 3 Year | 16.36% | 9.87% |
| 5 Year | 15.13% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.4% | 7.82% |
| Sharp | 1.31% | 0.58% |
| Beta | 1.13% | 1.17% |
| Alpha | 5.43% | -1.45% |
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 | 33.08 | 37.4 |
| Large Cap | 54.16 | 46.16 |
| Small Cap | 5.3 | 2.98 |
| Mid Cap | 7.46 | 13.46 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 28.63 | 34.13 |
| Communication Services | 3.63 | 2.46 |
| Energy | 7.8 | 6.53 |
| Technology | 6.48 | 6.87 |
| Industrials | 8.05 | 7.63 |
| Financial Services | 23.72 | 20.53 |
| Basic Materials | 2.21 | 2.86 |
| Consumer Cyclical | 6.99 | 7.9 |
| Consumer Defensive | 2.5 | 4.29 |
| Healthcare | 4.22 | 5.06 |
| Real Estate | 1.83 | 0.54 |
| Utilities | 3.94 | 1.2 |
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