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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) | ₹101080 Cr | ₹965 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 | 1.94% | 1.9% |
| 6 Month | 10.5% | 11.57% |
| 1 Year | 2.38% | 1.64% |
| 3 Year | 18.84% | 9.76% |
| 5 Year | 23.69% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.01% | 2.75% |
| 1 Year | 8.02% | 9.82% |
| 3 Year | 15.55% | 10.28% |
| 5 Year | 18.21% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.49% | 8.78% |
| 3 Year | 16.2% | 9.82% |
| 5 Year | 15.09% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.18% | 8.38% |
| Sharp | 1.14% | 0.28% |
| Beta | - | - |
| Alpha | - | - |
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 | 36.15 | 29.9 |
| Large Cap | 51.59 | 50.65 |
| Small Cap | 5.61 | 3.91 |
| Mid Cap | 6.65 | 15.54 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.41 | 28.17 |
| Communication Services | 3.5 | 2.52 |
| Energy | 6.87 | 6.2 |
| Technology | 5.84 | 7.01 |
| Industrials | 8.02 | 10.44 |
| Consumer Defensive | 2.75 | 5.26 |
| Financial Services | 21.4 | 21.38 |
| Basic Materials | 1.91 | 3.27 |
| Consumer Cyclical | 6.68 | 8.59 |
| Real Estate | 1.48 | 0.54 |
| Healthcare | 4.03 | 5.42 |
| Utilities | 4.1 | 1.2 |
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