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HSBC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹949 Cr | ₹1591 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Feb 2021 | 07 Feb 2011 |
| 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 | % | 49% |
| Expense Ratio | 2.18 | 2.11 |
| Manager | Puneet Pal | Mahesh A Chhabria |
| ISIN Code | INF663L01V72 | INF917K01KY4 |
| 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 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.34% | -0.27% |
| 6 Month | -0.7% | 1.37% |
| 1 Year | 5.51% | 2.63% |
| 3 Year | 10.1% | 11.72% |
| 5 Year | - | 9.07% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.96% | 1.13% |
| 1 Year | 7.82% | 7.13% |
| 3 Year | 8.74% | 9.47% |
| 5 Year | - | 9.78% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.5% | 8.18% |
| 3 Year | 9.78% | 9.48% |
| 5 Year | - | 9.93% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.25% | 6.62% |
| Sharp | 0.39% | 0.70% |
| Beta | 1.14% | 0.85% |
| Alpha | -1.99% | 0.77% |
Fund Managers
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Puneet Pal | Mahesh A Chhabria |
| Total AUM | ₹20950 Cr | ₹15021 Cr |
| Funds Managed | 19 | 9 |
| PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.78 | 35.88 |
| Large Cap | 46.64 | 46.2 |
| Mid Cap | 14.4 | 7.97 |
| Small Cap | 4.18 | 9.95 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.56 | 31.43 |
| Energy | 6.38 | 2.15 |
| Industrials | 8.99 | 7.23 |
| Technology | 6.01 | 5.6 |
| Consumer Cyclical | 8.11 | 6.47 |
| Healthcare | 5.36 | 7.21 |
| Financial Services | 21.04 | 26.84 |
| Basic Materials | 2.85 | 1.03 |
| Consumer Defensive | 4.56 | 7.21 |
| Communication Services | 2.4 | - |
| Utilities | 1.17 | 3.16 |
| Real Estate | 0.56 | 1.68 |
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