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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) | ₹978 Cr | ₹1504 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 | 4.96% | 4.53% |
| 6 Month | -2.6% | -1.74% |
| 1 Year | 7.58% | 8.02% |
| 3 Year | 8.08% | 10.67% |
| 5 Year | - | 12.08% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.47% | -1.31% |
| 1 Year | -4.17% | -1.48% |
| 3 Year | 7.38% | 10.32% |
| 5 Year | - | 9.7% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.32% | 8.61% |
| 3 Year | 9.8% | 9.03% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.876% | 6.954% |
| Sharp | 0.244% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.77 | 34.98 |
| Large Cap | 48.73 | 35.51 |
| Mid Cap | 10.99 | 12.01 |
| Small Cap | 5.51 | 17.5 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.82 | 34.7 |
| Energy | 5.63 | 2.98 |
| Industrials | 8.3 | 7.87 |
| Technology | 6.76 | 8.81 |
| Healthcare | 5.6 | 6.65 |
| Financial Services | 19.03 | 21.09 |
| Basic Materials | 3.5 | 1.87 |
| Consumer Cyclical | 7.01 | 7.2 |
| Consumer Defensive | 5.03 | 2.37 |
| Communication Services | 3.41 | - |
| Utilities | 1.15 | 3.73 |
| Real Estate | 0.75 | 2.71 |
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