Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month -1.5% -3.23%
6 Month 10.12% 12.01%
1 Year 0.53% -8.02%
3 Year 9.45% -
5 Year - -

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month 0.52% -1.07%
1 Year 4.44% 0.13%
3 Year 9.03% -
5 Year - -

Rolling Lumpsum Returns

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 - -

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 8.46% -
Sharp 0.48% -
Beta - -
Alpha - -

Fund Managers

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

Market Cap

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 30.18 32.13
Large Cap 50.59 58.03
Mid Cap 15.29 4.71
Small Cap 3.94 5.12

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 28.48 28.04
Energy 6.23 -
Industrials 10.21 2.75
Technology 6.92 -
Consumer Cyclical 7.82 13.6
Healthcare 5.57 8.56
Financial Services 21.97 28.06
Basic Materials 3.2 -
Consumer Defensive 5.32 7.29
Communication Services 2.51 -
Utilities 1.23 8.77
Real Estate 0.55 2.93

Top Comparisons

Invesco India ELSS Tax Saver Fund - Growth Invesco India ELSS Tax Saver Fund - Growth

3Y Returns16.83%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns18.77%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns19.64%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

ICICI Prudential Large Cap Fund - Growth ICICI Prudential Large Cap Fund - Growth

3Y Returns18.08%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns12.32%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns24.37%

VS

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns0%

Compare Now
Add to Cart Successfully