PGIM India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
Fund HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹94866 Cr ₹1057 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 11 Sep 2000 04 Feb 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over 21.38% %
Expense Ratio 1.35 2.16
Manager Anil Bamboli Puneet Pal
ISIN Code INF179K01830 INF663L01V72
Exits Load HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
1 Month 1.09% 0.55%
6 Month 1.89% 2.38%
1 Year 17.75% 11.08%
3 Year 22.12% 8.95%
5 Year 19.89% -

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 10.12% 7.63%
3 Year 22.88% 11.32%
5 Year 23.82% -

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
1 Year 18.18% 10.08%
3 Year 15.79% 9.97%
5 Year 14.82% -

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 9.4% 7.82%
Sharp 1.72% 0.48%
Beta 0.99% 1.02%
Alpha 11.94% -0.67%

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth
Name Anil Bamboli Puneet Pal
Total AUM ₹135442 Cr ₹20950 Cr
Fund Manage 12 19
HDFC Balanced Advantage Fund - Growth Plan PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

PGIM India Balanced Advantage Fund - Regular Growth

Others 46.37 32.5
Large Cap 54.24 49.05
Small Cap 7.04 4.02
Mid Cap 6.84 14.43

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

PGIM India Balanced Advantage Fund - Regular Growth

Others 46.37 4.07
Telecom - Services 2.55 -
Petroleum Products 4.95 -
Electrical Equipment 0.68 -
IT - Software 4.29 -
Pharmaceuticals & Biotechnology 4.04 -
Industrial Manufacturing 1.49 -
Cement & Cement Products 0.19 -
Transport Services 0.53 -
Construction 4.24 2.73
Finance 4.25 -
Ferrous Metals 0.49 -
Consumer Durables 0.31 -
Banks 18.34 -
Diversified FMCG 2.77 -
Non - Ferrous Metals 0.12 -
Realty 1.36 -
Agricultural, Commercial & Construction Vehicles 0.65 -
Leisure Services 0.06 -
Automobiles 3.27 -
Aerospace & Defense 1.44 -
Power 4.23 -
Insurance 0.84 2.52
Personal Products 0.01 -
Gas 0.78 -
Agricultural Food & other Products 0.04 -
Diversified Metals 0.02 -
Oil 0.26 -
Food Products 0.08 -
Entertainment 0.11 -
Industrial Products 0.34 -
Auto Components 0.88 -
Chemicals & Petrochemicals 0.37 -
Capital Markets 0.1 -
Metals & Minerals Trading 0.1 -
Healthcare Services 0.23 -
Transport Infrastructure 0.87 -
Consumable Fuels 2.66 -
Financial Technology (Fintech) 0.05 -
Minerals & Mining 0.01 -
Fertilizers & Agrochemicals 0.09 -
Retailing 0.03 -
Sovereign - 15.74
Energy - 9.9
Materials - 2.73
Technology - 5.81
Financial - 27.49
Healthcare - 4.01
Chemicals - 1.21
Capital Goods - 6.34
Automobile - 4.21
Services - 5.9
Consumer Staples - 2.79
Consumer Discretionary - 1.1
Communication - 1.86
Diversified - 1.22
Textiles - 0.37

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