PGIM India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
| 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 |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.03% | -3.01% |
| 6 Month | -2.63% | -3.07% |
| 1 Year | 11.96% | 7.09% |
| 3 Year | 19.97% | 7.68% |
| 5 Year | 19.36% | - |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.05% | 1.91% |
| 3 Year | 20.51% | 9.33% |
| 5 Year | 22.44% | - |
| 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% | - |
| 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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| 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 |
| 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 |
| 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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