PGIM India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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PGIM India Balanced Advantage Fund - Regular Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Fund	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹949 Cr	₹3810 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Feb 2021	01 Aug 2017
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	%	24%
Expense Ratio	2.18	2
Manager	Puneet Pal	Hardik Shah
ISIN Code	INF663L01V72	INF846K01A52
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	Axis 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	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.21%	-0.41%
6 Month	-	2.47%
1 Year	5.86%	6.51%
3 Year	10.42%	14.63%
5 Year	-	11.77%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	0.96%	2.5%
1 Year	7.82%	9.43%
3 Year	8.74%	12.67%
5 Year	-	12.26%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	8.5%	7.93%
3 Year	9.78%	10.9%
5 Year	-	10.7%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	8.25%	7.47%
Sharp	0.39%	0.90%
Beta	1.14%	1.06%
Alpha	-1.99%	1.82%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Name	Puneet Pal	Hardik Shah
Total AUM	₹20950 Cr	₹0 Cr
Funds Managed	19	12
	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	34.78	35.01
Large Cap	46.64	57.06
Mid Cap	14.4	5.16
Small Cap	4.18	2.77

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	32.56	28.65
Energy	6.38	6.73
Industrials	8.99	7.6
Technology	6.01	9.23
Consumer Cyclical	8.11	7.12
Healthcare	5.36	5.03
Financial Services	21.04	21.62
Basic Materials	2.85	3.51
Consumer Defensive	4.56	4.69
Communication Services	2.4	2.15
Utilities	1.17	2.18
Real Estate	0.56	1.5