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
| 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 | 18.11% | 9.86% |
| 3 Year | 15.81% | 9.99% |
| 5 Year | 14.82% | - |
| 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 |
|---|---|---|
| Others | 34.85 | 32.5 |
| Large Cap | 51.6 | 49.05 |
| Small Cap | 7.44 | 4.02 |
| Mid Cap | 6.11 | 14.43 |
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.27 | 4.07 |
| Telecom - Services | 2.17 | - |
| Petroleum Products | 4.65 | - |
| Electrical Equipment | 0.62 | - |
| IT - Software | 4.11 | - |
| Pharmaceuticals & Biotechnology | 3.16 | - |
| Industrial Manufacturing | 1.87 | - |
| Cement & Cement Products | 0.13 | - |
| Transport Services | 0.15 | - |
| Construction | 4.33 | 2.73 |
| Finance | 4.33 | - |
| Ferrous Metals | 0.26 | - |
| Consumer Durables | 0.45 | - |
| Banks | 16.75 | - |
| Diversified FMCG | 2.39 | - |
| Non - Ferrous Metals | 0.12 | - |
| Realty | 1.28 | - |
| Agricultural, Commercial & Construction Vehicles | 0.69 | - |
| Leisure Services | 0.06 | - |
| Automobiles | 2.62 | - |
| Aerospace & Defense | 2.96 | - |
| Power | 4.33 | - |
| Insurance | 0.8 | 2.52 |
| Personal Products | 0.01 | - |
| Gas | 1 | - |
| Entertainment | 0.15 | - |
| Agricultural Food & other Products | 0.01 | - |
| Diversified Metals | 0.28 | - |
| Oil | 0.39 | - |
| Food Products | 0.12 | - |
| Chemicals & Petrochemicals | 0.2 | - |
| Capital Markets | 0.08 | - |
| Metals & Minerals Trading | 0.09 | - |
| Healthcare Services | 0.17 | - |
| Auto Components | 0.97 | - |
| Industrial Products | 0.27 | - |
| Transport Infrastructure | 0.96 | - |
| Consumable Fuels | 3.64 | - |
| Financial Technology (Fintech) | 0.04 | - |
| Fertilizers & Agrochemicals | 0.09 | - |
| Retailing | 0.03 | - |
| Sovereign | - | 15.74 |
| Energy | - | 9.9 |
| Materials | - | 2.73 |
| Technology | - | 5.81 |
| Financial | - | 27.49 |
| Healthcare | - | 4.01 |
| Chemicals | - | 1.21 |
| Capital Goods | - | 6.34 |
| Automobile | - | 4.21 |
| Services | - | 5.9 |
| Consumer Staples | - | 2.79 |
| Consumer Discretionary | - | 1.1 |
| Communication | - | 1.86 |
| Diversified | - | 1.22 |
| Textiles | - | 0.37 |
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