HDFC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

PGIM India Balanced Advantage Fund - Regular Growth

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)	₹89878 Cr	₹1138 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	01 Feb 1994	24 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	1.36	2.14
Manager	Anil Bamboli	Puneet Pal
ISIN Code	INF179K01830	INF663L01V72
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	Exit load of 0.5%, if redeemed within 90 days./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	0.8%	1.42%
6 Month	14.14%	13.17%
1 Year	37.88%	19.75%
3 Year	25.15%	10.57%
5 Year	22.06%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	16.09%	7.64%
3 Year	46.46%	18.36%
5 Year	86.54%	20.59%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	23.04%	9.08%
3 Year	65.03%	23.3%
5 Year	91.64%	24.29%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	9.4%	7.82%
Sharp	1.72%	0.48%
Beta	0.99%	1.02%
Alpha	11.94%	-0.67%

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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
Fund Manage	12	19
	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Large Cap	51.6	49.05
Others	34.85	32.5
Mid Cap	6.11	14.43
Small Cap	7.44	4.02

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Banks	16.75	-
Others	33.27	4.07
Consumable Fuels	3.64	-
Power	4.33	-
Petroleum Products	4.65	-
Construction	4.33	2.73
IT - Software	4.11	-
Diversified FMCG	2.39	-
Telecom - Services	2.17	-
Finance	4.33	-
Pharmaceuticals & Biotechnology	3.16	-
Automobiles	2.62	-
Gas	1	-
Aerospace & Defense	2.96	-
Industrial Manufacturing	1.87	-
Realty	1.28	-
Transport Infrastructure	0.96	-
Electrical Equipment	0.62	-
Auto Components	0.97	-
Agricultural, Commercial & Construction Vehicles	0.69	-
Insurance	0.8	2.52
Oil	0.39	-
Consumer Durables	0.45	-
Diversified Metals	0.28	-
Industrial Products	0.27	-
Chemicals & Petrochemicals	0.2	-
Healthcare Services	0.17	-
Ferrous Metals	0.26	-
Entertainment	0.15	-
Food Products	0.12	-
Non - Ferrous Metals	0.12	-
Metals & Minerals Trading	0.09	-
Transport Services	0.15	-
Capital Markets	0.08	-
Cement & Cement Products	0.13	-
Fertilizers & Agrochemicals	0.09	-
Financial Technology (Fintech)	0.04	-
Leisure Services	0.06	-
Retailing	0.03	-
Personal Products	0.01	-
Agricultural Food & other Products	0.01	-
Financial	-	27.49
Sovereign	-	15.74
Energy	-	9.9
Technology	-	5.81
Materials	-	2.73
Communication	-	1.86
Services	-	5.9
Capital Goods	-	6.34
Automobile	-	4.21
Healthcare	-	4.01
Consumer Staples	-	2.79
Diversified	-	1.22
Consumer Discretionary	-	1.1
Chemicals	-	1.21
Textiles	-	0.37