PGIM India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | 4.66% | 4.84% |
6 Month | -6.38% | -6.44% |
1 Year | 6.28% | 6.36% |
3 Year | 7.82% | 10.77% |
5 Year | - | 16.85% |
SIP Return Analysis
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.75% | -1.38% |
1 Year | -2.51% | -2.81% |
3 Year | 8.55% | 11.32% |
5 Year | - | 12.01% |
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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