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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) | ₹106494 Cr | ₹953 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 | 0.43% | 0.64% |
| 6 Month | 3.6% | 3.37% |
| 1 Year | 5.9% | 5.04% |
| 3 Year | 17.45% | 9.62% |
| 5 Year | 21.18% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.09% | 2.18% |
| 1 Year | 12.5% | 11.35% |
| 3 Year | 15.09% | 10.04% |
| 5 Year | 17.75% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.4% | 8.5% |
| 3 Year | 16.29% | 9.78% |
| 5 Year | 15.09% | - |
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 | 34.59 | 35.07 |
| Large Cap | 53.19 | 46.36 |
| Small Cap | 5.44 | 4.02 |
| Mid Cap | 6.79 | 14.55 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.57 | 32.83 |
| Communication Services | 3.6 | 2.37 |
| Energy | 7.59 | 6.11 |
| Technology | 5.54 | 5.85 |
| Industrials | 8.06 | 9.25 |
| Consumer Defensive | 2.63 | 4.5 |
| Financial Services | 23.26 | 20.56 |
| Basic Materials | 2.28 | 2.99 |
| Consumer Cyclical | 6.45 | 8.16 |
| Healthcare | 4.03 | 5.58 |
| Real Estate | 1.86 | 0.59 |
| Utilities | 4.14 | 1.2 |
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