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

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PGIM India Balanced Advantage Fund - Regular Growth

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Quant Dynamic Asset Allocation 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	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)	₹976 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	2.57%	2.5%
6 Month	5.42%	3.52%
1 Year	6.14%	-0.36%
3 Year	13.74%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	8.39%	9.19%
1 Year	13.05%	9.22%
3 Year	12.68%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	9.24%	42.79%
3 Year	9.66%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	9.25%	-
Sharp	0.51%	-
Beta	-	-
Alpha	-	-

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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	29.53	23.94
Large Cap	52.75	66.52
Mid Cap	13.43	4.61
Small Cap	4.29	4.93

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	27.65	22.73
Energy	6.63	9.62
Industrials	8.81	0
Technology	7.34	-
Healthcare	5.23	5.82
Financial Services	22.71	29.68
Basic Materials	4.64	-
Consumer Cyclical	7.27	13.65
Consumer Defensive	5.28	7.18
Communication Services	3.2	-
Utilities	1.24	8.41
Real Estate	-	2.9