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)	₹995 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	-2.12%	-3.4%
6 Month	5.91%	3.97%
1 Year	2.35%	-7.17%
3 Year	10.13%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	3.67%	3.8%
1 Year	6.18%	2.58%
3 Year	9.95%	-
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	8.46%	-
Sharp	0.48%	-
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	30.38	34.8
Large Cap	51.37	56.39
Mid Cap	13.93	4.51
Small Cap	4.33	4.3

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	27.14	30.94
Energy	6.77	0
Industrials	9.05	2.5
Technology	7.16	-
Healthcare	5.45	5.87
Financial Services	22.7	29.11
Basic Materials	4.57	-
Consumer Cyclical	7.58	12.9
Consumer Defensive	5.01	7.08
Communication Services	3.32	-
Utilities	1.26	8.59
Real Estate	-	3.01