HDFC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

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PGIM India Balanced Advantage Fund - Regular Growth

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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)	₹94866 Cr	₹1057 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	2.16
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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-2.03%	-3.01%
6 Month	-2.63%	-3.07%
1 Year	11.96%	7.09%
3 Year	19.97%	7.68%
5 Year	19.36%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	4.05%	1.91%
3 Year	20.51%	9.33%
5 Year	22.44%	-

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	18.18%	10.08%
3 Year	15.79%	9.97%
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	46.37	32.5
Large Cap	54.24	49.05
Small Cap	7.04	4.02
Mid Cap	6.84	14.43

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	PGIM India Balanced Advantage Fund - Regular Growth
Others	46.37	4.07
Telecom - Services	2.55	-
Petroleum Products	4.95	-
Electrical Equipment	0.68	-
IT - Software	4.29	-
Pharmaceuticals & Biotechnology	4.04	-
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	-
Transport Services	0.53	-
Construction	4.24	2.73
Finance	4.25	-
Ferrous Metals	0.49	-
Consumer Durables	0.31	-
Banks	18.34	-
Diversified FMCG	2.77	-
Non - Ferrous Metals	0.12	-
Realty	1.36	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	-
Automobiles	3.27	-
Aerospace & Defense	1.44	-
Power	4.23	-
Insurance	0.84	2.52
Personal Products	0.01	-
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	-
Entertainment	0.11	-
Industrial Products	0.34	-
Auto Components	0.88	-
Chemicals & Petrochemicals	0.37	-
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	-
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	-
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