Quant Dynamic Asset Allocation Fund Regular vs PGIM India Balanced Advantage Fund compare

Link copied to clipboard!

PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

Quant Dynamic Asset Allocation Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹965 Cr	₹1274 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	04 Feb 2021	12 Apr 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	CRISIL Hybrid 50+50 Moderate Index
Turn Over	%	%
Expense Ratio	2.18	2.12
Manager	Puneet Pal	Sanjeev Sharma
ISIN Code	INF663L01V72	INF966L01BO9
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	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	1.9%	1.46%
6 Month	11.57%	12.3%
1 Year	1.64%	-4.25%
3 Year	9.76%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	2.75%	1.77%
1 Year	9.82%	7.07%
3 Year	10.28%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	8.78%	30.29%
3 Year	9.82%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	8.38%	-
Sharp	0.28%	-
Beta	-	-
Alpha	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Puneet Pal	Sanjeev Sharma
Total AUM	₹20950 Cr	₹39731 Cr
Funds Managed	19	22
	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	29.9	30.94
Large Cap	50.65	59.73
Mid Cap	15.54	4.46
Small Cap	3.91	4.87

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	28.17	26.72
Energy	6.2	-
Industrials	10.44	3.08
Technology	7.01	-
Consumer Cyclical	8.59	13.78
Healthcare	5.42	8.06
Financial Services	21.38	29.18
Basic Materials	3.27	-
Consumer Defensive	5.26	7.61
Communication Services	2.52	-
Utilities	1.2	8.66
Real Estate	0.54	2.9