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 | 9.08% | 11.08% |
3 Year | 23.3% | 27.05% |
5 Year | 24.29% | 37.8% |
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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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 49.05 | 30.99 |
Others | 32.5 | 33.62 |
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 |
---|---|---|
Financial | 27.49 | 33.15 |
Sovereign | 15.74 | 11.69 |
Energy | 9.9 | 6.84 |
Others | 4.07 | 2.29 |
Technology | 5.81 | 3.94 |
Construction | 2.73 | 6.93 |
Materials | 2.73 | 3.09 |
Communication | 1.86 | 2.74 |
Services | 5.9 | 7.59 |
Capital Goods | 6.34 | 4.76 |
Insurance | 2.52 | - |
Automobile | 4.21 | 1.22 |
Healthcare | 4.01 | 7.24 |
Consumer Staples | 2.79 | 4.63 |
Diversified | 1.22 | - |
Consumer Discretionary | 1.1 | 1.12 |
Chemicals | 1.21 | 1.32 |
Textiles | 0.37 | 0.48 |
Metals & Mining | - | 0.97 |
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