Edelweiss Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1138 Cr | ₹11715 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Feb 2021 | 20 Aug 2009 |
| 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 | % | 81% |
| Expense Ratio | 2.14 | 1.7 |
| Manager | Puneet Pal | Rahul Dedhia |
| ISIN Code | INF663L01V72 | INF754K01285 |
| 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 90 days./365 |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.42% | 1.64% |
| 6 Month | 13.17% | 12.89% |
| 1 Year | 19.75% | 27.65% |
| 3 Year | 10.57% | 13.4% |
| 5 Year | - | 16.98% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.64% | 11.59% |
| 3 Year | 18.36% | 26.05% |
| 5 Year | 20.59% | 48.37% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.08% | 15.85% |
| 3 Year | 23.3% | 37.08% |
| 5 Year | 24.29% | 51.45% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.82% | 7.27% |
| Sharp | 0.48% | 0.93% |
| Beta | 1.02% | 0.95% |
| Alpha | -0.67% | 2.64% |
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| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Puneet Pal | Rahul Dedhia |
| Total AUM | ₹20950 Cr | ₹31988 Cr |
| Fund Manage | 19 | 10 |
| PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.5 | 21.37 |
| Large Cap | 49.05 | 56.06 |
| Mid Cap | 14.43 | 9.03 |
| Small Cap | 4.02 | 3.01 |
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.07 | 17.38 |
| Sovereign | 15.74 | 2.27 |
| Energy | 9.9 | 9.3 |
| Materials | 2.73 | 2.32 |
| Technology | 5.81 | 4.66 |
| Construction | 2.73 | 3.56 |
| Financial | 27.49 | 24.14 |
| Healthcare | 4.01 | 3.69 |
| Chemicals | 1.21 | 0.82 |
| Capital Goods | 6.34 | 2.16 |
| Automobile | 4.21 | 6.09 |
| Insurance | 2.52 | 0.35 |
| Services | 5.9 | 2.94 |
| Consumer Staples | 2.79 | 3.96 |
| Consumer Discretionary | 1.1 | - |
| Communication | 1.86 | 2.95 |
| Diversified | 1.22 | - |
| Textiles | 0.37 | 0.32 |
| Metals & Mining | - | 2.56 |
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