Axis Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1138 Cr | ₹2323 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2021 | 07 Aug 2017 |
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 | % | 24% |
Expense Ratio | 2.14 | 2.03 |
Manager | Puneet Pal | Hardik Shah |
ISIN Code | INF663L01V72 | INF846K01A52 |
Exits Load | Exit load of 0.5%, if redeemed within 90 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.42% | 1.45% |
6 Month | 13.17% | 14.11% |
1 Year | 19.75% | 30.3% |
3 Year | 10.57% | 13.03% |
5 Year | - | 13.14% |
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.64% | 12.57% |
3 Year | 18.36% | 26.75% |
5 Year | 20.59% | 41.86% |
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.08% | 12.56% |
3 Year | 23.3% | 32.12% |
5 Year | 24.29% | 45.81% |
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.82% | 7.39% |
Sharp | 0.48% | 0.89% |
Beta | 1.02% | 0.98% |
Alpha | -0.67% | 2.31% |
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Get Free Experts GuidanceScheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Puneet Pal | Hardik Shah |
Total AUM | ₹20950 Cr | ₹0 Cr |
Fund Manage | 19 | 12 |
PGIM India Balanced Advantage Fund - Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Large Cap | 49.05 | 51.36 |
Others | 32.5 | 35.88 |
Mid Cap | 14.43 | 7.43 |
Small Cap | 4.02 | 5.34 |
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Financial | 27.49 | 28.95 |
Sovereign | 15.74 | 11.61 |
Energy | 9.9 | 7.6 |
Others | 4.07 | 9.94 |
Technology | 5.81 | 4.95 |
Construction | 2.73 | 3.68 |
Materials | 2.73 | 1.96 |
Communication | 1.86 | 4.05 |
Services | 5.9 | 1.28 |
Capital Goods | 6.34 | 4.12 |
Insurance | 2.52 | 2.43 |
Automobile | 4.21 | 6.85 |
Healthcare | 4.01 | 5.51 |
Consumer Staples | 2.79 | 3.53 |
Diversified | 1.22 | - |
Consumer Discretionary | 1.1 | - |
Chemicals | 1.21 | 2.54 |
Textiles | 0.37 | - |
Metals & Mining | - | 1.01 |
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