Edelweiss Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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PGIM India Balanced Advantage Fund - Regular Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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	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)	₹978 Cr	₹12238 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 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	2.18	1.69
Manager	Puneet Pal	Rahul Dedhia
ISIN Code	INF663L01V72	INF754K01285
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	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-3.94%	-3.47%
6 Month	-7.51%	-7.5%
1 Year	3.96%	2.54%
3 Year	8.63%	10.98%
5 Year	-	13.81%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-5.8%	-5.44%
1 Year	-8.03%	-8.1%
3 Year	6.3%	9.16%
5 Year	-	10.81%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	10.32%	9.77%
3 Year	9.8%	11.52%
5 Year	-	11.23%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	8.876%	8.045%
Sharp	0.244%	0.5%
Beta	-	-
Alpha	-	-

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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	34.76597	27.12029
Large Cap	48.72882	52.15813
Mid Cap	10.99034	13.82189
Small Cap	5.51485	6.8997

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	33.82083	27.04801
Energy	5.62818	4.12715
Industrials	8.30037	3.79926
Technology	6.75626	10.12428
Healthcare	5.60277	7.31508
Financial Services	19.03349	21.21087
Basic Materials	3.50267	2.37508
Consumer Cyclical	7.01204	9.98634
Consumer Defensive	5.03145	5.86356
Communication Services	3.41	2.27666
Utilities	1.15461	4.53258
Real Estate	0.74731	1.34114