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PGIM India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon 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 Very High
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

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 4.96% 3.79%
6 Month -2.6% -3.94%
1 Year 7.58% 6.31%
3 Year 8.08% 10.55%
5 Year - 15.62%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 1.49% 0.4%
1 Year 1.29% -1.31%
3 Year 9.49% 11.3%
5 Year - 11.8%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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
Funds Managed 19 10
PGIM India Balanced Advantage Fund - Regular Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 34.77 27.12
Large Cap 48.73 52.16
Mid Cap 10.99 13.82
Small Cap 5.51 6.9

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 33.82 27.05
Energy 5.63 4.13
Industrials 8.3 3.8
Technology 6.76 10.12
Healthcare 5.6 7.32
Financial Services 19.03 21.21
Basic Materials 3.5 2.38
Consumer Cyclical 7.01 9.99
Consumer Defensive 5.03 5.86
Communication Services 3.41 2.28
Utilities 1.15 4.53
Real Estate 0.75 1.34

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