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PGIM India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon HSBC 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 PGIM India Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth
Fund PGIM India Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹978 Cr ₹1504 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Feb 2021 07 Feb 2011
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over % 49%
Expense Ratio 2.18 2.11
Manager Puneet Pal Mahesh A Chhabria
ISIN Code INF663L01V72 INF917K01KY4
Exits Load PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month 2.17% 1.06%
6 Month 3.72% 1.56%
1 Year 9.44% 8.18%
3 Year 11.76% 12.42%
5 Year - 12.39%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 5.57% 2.82%
1 Year 8.01% 4.65%
3 Year 11.42% 12.29%
5 Year - 10.83%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 10.32% 8.61%
3 Year 9.8% 9.03%
5 Year - 9.29%

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 8.876% 6.954%
Sharp 0.244% 0.453%
Beta - -
Alpha - -

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Fund Managers

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth
Name Puneet Pal Mahesh A Chhabria
Total AUM ₹20950 Cr ₹15021 Cr
Funds Managed 19 9
PGIM India Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 34.77 34.98
Large Cap 48.73 35.51
Mid Cap 10.99 12.01
Small Cap 5.51 17.5

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 33.82 34.7
Energy 5.63 2.98
Industrials 8.3 7.87
Technology 6.76 8.81
Healthcare 5.6 6.65
Financial Services 19.03 21.09
Basic Materials 3.5 1.87
Consumer Cyclical 7.01 7.2
Consumer Defensive 5.03 2.37
Communication Services 3.41 -
Utilities 1.15 3.73
Real Estate 0.75 2.71

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