PGIM India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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PGIM India Balanced Advantage Fund - Regular Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹978 Cr	₹12238 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Feb 2021	20 Aug 2009
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	%	81%
Expense Ratio	2.18	1.69
Manager	Puneet Pal	Rahul Dedhia
ISIN Code	INF663L01V72	INF754K01285
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	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-1.2%	-2.04%
6 Month	-5.84%	-6.2%
1 Year	5.01%	4.34%
3 Year	7.73%	9.88%
5 Year	-	13.2%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-2.98%	-4.26%
3 Year	7.55%	10.12%
5 Year	-	11.57%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	10.32%	9.77%
3 Year	9.8%	11.52%
5 Year	-	11.23%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	8.876%	8.045%
Sharp	0.244%	0.5%
Beta	-	-
Alpha	-	-

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Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Puneet Pal	Rahul Dedhia
Total AUM	₹20950 Cr	₹31988 Cr
Fund Manage	19	10
	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	32.5	21.37
Large Cap	49.05	56.06
Mid Cap	14.43	9.03
Small Cap	4.02	3.01

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	4.07	17.38
Sovereign	15.74	2.27
Energy	9.9	9.3
Materials	2.73	2.32
Technology	5.81	4.66
Construction	2.73	3.56
Financial	27.49	24.14
Healthcare	4.01	3.69
Chemicals	1.21	0.82
Capital Goods	6.34	2.16
Automobile	4.21	6.09
Insurance	2.52	0.35
Services	5.9	2.94
Consumer Staples	2.79	3.96
Consumer Discretionary	1.1	-
Communication	1.86	2.95
Diversified	1.22	-
Textiles	0.37	0.32
Metals & Mining	-	2.56