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
| 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 | Very High |
| Asset Size (Cr) | ₹1138 Cr | ₹1446 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 2021 | 01 Jan 2013 |
| 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 | 2.14 | 2.12 |
| Manager | Puneet Pal | Mahesh A Chhabria |
| ISIN Code | INF663L01V72 | INF917K01KY4 |
| Exits Load | Exit load of 0.5%, if redeemed within 90 days./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.42% | 0.98% |
| 6 Month | 13.17% | 10.57% |
| 1 Year | 19.75% | 23.64% |
| 3 Year | 10.57% | 11.7% |
| 5 Year | - | 11.86% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.64% | 8.57% |
| 3 Year | 18.36% | 21.35% |
| 5 Year | 20.59% | 33.62% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.86% | 8.46% |
| 3 Year | 9.99% | 8.93% |
| 5 Year | - | 8.95% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.82% | 5.55% |
| Sharp | 0.48% | 0.82% |
| Beta | 1.02% | 0.73% |
| Alpha | -0.67% | 1.73% |
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| 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 |
| Fund Manage | 19 | 9 |
| PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.5 | 33.62 |
| Large Cap | 49.05 | 30.99 |
| Mid Cap | 14.43 | 18.95 |
| Small Cap | 4.02 | 16.44 |
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 4.07 | 2.29 |
| Sovereign | 15.74 | 11.69 |
| Energy | 9.9 | 6.84 |
| Materials | 2.73 | 3.09 |
| Technology | 5.81 | 3.94 |
| Construction | 2.73 | 6.93 |
| Financial | 27.49 | 33.15 |
| Healthcare | 4.01 | 7.24 |
| Chemicals | 1.21 | 1.32 |
| Capital Goods | 6.34 | 4.76 |
| Automobile | 4.21 | 1.22 |
| Insurance | 2.52 | - |
| Services | 5.9 | 7.59 |
| Consumer Staples | 2.79 | 4.63 |
| Consumer Discretionary | 1.1 | 1.12 |
| Communication | 1.86 | 2.74 |
| Diversified | 1.22 | - |
| Textiles | 0.37 | 0.48 |
| Metals & Mining | - | 0.97 |
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