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HDFC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹94251 Cr | ₹978 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 04 Feb 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 21.38% | % |
| Expense Ratio | 1.35 | 2.18 |
| Manager | Anil Bamboli | Puneet Pal |
| ISIN Code | INF179K01830 | INF663L01V72 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 4.79% | 4.52% |
| 6 Month | -4.79% | -6.58% |
| 1 Year | 7.43% | 5.44% |
| 3 Year | 19.11% | 7.49% |
| 5 Year | 27.36% | - |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.26% | -1.75% |
| 1 Year | -2.02% | -2.51% |
| 3 Year | 17.92% | 8.55% |
| 5 Year | 20.87% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.17% | 10.32% |
| 3 Year | 15.89% | 9.8% |
| 5 Year | 14.91% | - |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.701% | 8.876% |
| Sharp | 1.207% | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Anil Bamboli | Puneet Pal |
| Total AUM | ₹135442 Cr | ₹20950 Cr |
| Funds Managed | 12 | 19 |
| HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 45.54 | 34.77 |
| Large Cap | 52.58 | 48.73 |
| Small Cap | 6.1 | 5.51 |
| Mid Cap | 6.45 | 10.99 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 43.92 | 33.82 |
| Communication Services | 2.71 | 3.41 |
| Energy | 7.4 | 5.63 |
| Technology | 5.37 | 6.76 |
| Industrials | 8.87 | 8.3 |
| Basic Materials | 2 | 3.5 |
| Financial Services | 22.36 | 19.03 |
| Consumer Cyclical | 5.5 | 7.01 |
| Consumer Defensive | 2.65 | 5.03 |
| Real Estate | 1.44 | 0.75 |
| Healthcare | 4.17 | 5.6 |
| Utilities | 4.3 | 1.15 |
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