Axis Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 9.86% 7.55%
3 Year 9.99% 9.68%
5 Year - 8.02%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 32.5 35.88
Large Cap 49.05 51.36
Mid Cap 14.43 7.43
Small Cap 4.02 5.34

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 4.07 9.94
Sovereign 15.74 11.61
Energy 9.9 7.6
Materials 2.73 1.96
Technology 5.81 4.95
Construction 2.73 3.68
Financial 27.49 28.95
Healthcare 4.01 5.51
Chemicals 1.21 2.54
Capital Goods 6.34 4.12
Automobile 4.21 6.85
Insurance 2.52 2.43
Services 5.9 1.28
Consumer Staples 2.79 3.53
Consumer Discretionary 1.1 -
Communication 1.86 4.05
Diversified 1.22 -
Textiles 0.37 -
Metals & Mining - 1.01

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