Axis Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

PGIM India Balanced Advantage Fund - Regular Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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)	₹1057 Cr	₹2547 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Feb 2021	01 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	2.16	2.01
Manager	Puneet Pal	Hardik Shah
ISIN Code	INF663L01V72	INF846K01A52
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	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.36%	-1.37%
6 Month	-1.69%	1.25%
1 Year	9.47%	15.18%
3 Year	8.62%	12.26%
5 Year	-	11.95%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	4.47%	9.52%
3 Year	10.57%	16.34%
5 Year	-	14.22%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	10.08%	7.63%
3 Year	9.97%	9.65%
5 Year	-	8.02%

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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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

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	32.5	18.35
Large Cap	49.05	53.62
Mid Cap	14.43	8.15
Small Cap	4.02	6.52

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	4.07	18.35
Sovereign	15.74	-
Energy	9.9	-
Materials	2.73	-
Technology	5.81	-
Construction	2.73	2.97
Financial	27.49	-
Healthcare	4.01	-
Chemicals	1.21	-
Capital Goods	6.34	-
Automobile	4.21	-
Insurance	2.52	2.9
Services	5.9	-
Consumer Staples	2.79	-
Consumer Discretionary	1.1	-
Communication	1.86	-
Diversified	1.22	-
Textiles	0.37	-
Petroleum Products	-	4.54
IT - Software	-	6.38
Cement & Cement Products	-	1.08
Personal Products	-	0.77
Capital Markets	-	0.02
Healthcare Services	-	1.63
Banks	-	14.48
Diversified FMCG	-	0.66
Non - Ferrous Metals	-	0.77
Pharmaceuticals & Biotechnology	-	4.91
Aerospace & Defense	-	0.99
Auto Components	-	0.45
Electrical Equipment	-	0.79
Automobiles	-	5.31
Ferrous Metals	-	0.19
Finance	-	4.42
Gas	-	0.14
IT - Services	-	0.08
Agricultural Food & other Products	-	0.64
Diversified Metals	-	0.46
Oil	-	0.54
Food Products	-	0.04
Power	-	2.35
Consumer Durables	-	0.22
Industrial Products	-	0.71
Chemicals & Petrochemicals	-	1.32
Household Products	-	0.73
Telecom - Services	-	2.46
Consumable Fuels	-	0.87
Fertilizers & Agrochemicals	-	0.8
Industrial Manufacturing	-	1.45
Transport Services	-	0.03
Retailing	-	0.65
Leisure Services	-	0.56
Realty	-	0.45
Beverages	-	0.53