HSBC Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

PGIM India Balanced Advantage Fund - Regular Growth

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HSBC Balanced Advantage Fund - Regular Growth

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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)	₹1057 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	2.16	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

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-3%	-3.88%
6 Month	-4.1%	-2.37%
1 Year	7.47%	9.53%
3 Year	8.12%	10.43%
5 Year	-	9.98%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-0.69%	3.26%
3 Year	8.79%	12.23%
5 Year	-	11.02%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	10.08%	8.47%
3 Year	9.97%	8.89%
5 Year	-	8.9%

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	51.86
Large Cap	49.05	31.05
Mid Cap	14.43	16.92
Small Cap	4.02	19.75

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	4.07	51.86
Sovereign	15.74	-
Energy	9.9	-
Materials	2.73	-
Technology	5.81	-
Construction	2.73	2.37
Financial	27.49	-
Healthcare	4.01	-
Chemicals	1.21	-
Capital Goods	6.34	-
Automobile	4.21	-
Insurance	2.52	-
Services	5.9	-
Consumer Staples	2.79	-
Consumer Discretionary	1.1	-
Communication	1.86	-
Diversified	1.22	-
Textiles	0.37	-
Petroleum Products	-	2.12
IT - Software	-	4.47
Capital Markets	-	3.37
Healthcare Services	-	0.96
Non - Ferrous Metals	-	0.17
Pharmaceuticals & Biotechnology	-	7.59
Banks	-	12.63
Paper, Forest & Jute Products	-	0.81
Fertilizers & Agrochemicals	-	1.17
Realty	-	3.79
Personal Products	-	0.16
Industrial Products	-	4.5
Electrical Equipment	-	1.53
Beverages	-	1.72
Power	-	3.5
Aerospace & Defense	-	0.46
Consumer Durables	-	4.41
Finance	-	4.23
Chemicals & Petrochemicals	-	0.61
Financial Technology (Fintech)	-	1.55
Automobiles	-	0.77
Retailing	-	1.7
Commercial Services & Supplies	-	0.72
Leisure Services	-	1.57
Auto Components	-	0.84