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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 | -2.25% | -1.42% |
| 6 Month | -8.02% | -5.23% |
| 1 Year | 3.97% | 4.35% |
| 3 Year | 7.6% | 9.98% |
| 5 Year | - | 10.75% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -5.8% | -5% |
| 1 Year | -8.84% | -5.49% |
| 3 Year | 6.01% | 9.24% |
| 5 Year | - | 9.18% |
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 |
| Fund Manage | 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 | 34.76597 | 34.97659 |
| Large Cap | 48.72882 | 35.51016 |
| Mid Cap | 10.99034 | 12.01377 |
| Small Cap | 5.51485 | 17.49947 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 33.82083 | 34.70067 |
| Energy | 5.62818 | 2.98291 |
| Industrials | 8.30037 | 7.8656 |
| Technology | 6.75626 | 8.81421 |
| Healthcare | 5.60277 | 6.6522 |
| Financial Services | 19.03349 | 21.09418 |
| Basic Materials | 3.50267 | 1.87498 |
| Consumer Cyclical | 7.01204 | 7.20081 |
| Consumer Defensive | 5.03145 | 2.36808 |
| Communication Services | 3.41 | - |
| Utilities | 1.15461 | 3.73338 |
| Real Estate | 0.74731 | 2.71297 |
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