PGIM India Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹1057 Cr | ₹1504 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Feb 2021 | 07 Feb 2011 |
| 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 | % | 49% |
| Expense Ratio | 2.16 | 2.11 |
| Manager | Puneet Pal | Mahesh A Chhabria |
| ISIN Code | INF663L01V72 | INF917K01KY4 |
| 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 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.55% | 2.41% |
| 6 Month | 2.38% | 6.57% |
| 1 Year | 11.08% | 16.05% |
| 3 Year | 8.95% | 11.72% |
| 5 Year | - | 11.12% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.63% | 13.76% |
| 3 Year | 11.32% | 15.45% |
| 5 Year | - | 12.97% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.08% | 8.47% |
| 3 Year | 9.97% | 8.89% |
| 5 Year | - | 8.9% |
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.82% | 5.55% |
| Sharp | 0.48% | 0.82% |
| Beta | 1.02% | 0.73% |
| Alpha | -0.67% | 1.73% |
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| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Puneet Pal | Mahesh A Chhabria |
| Total AUM | ₹20950 Cr | ₹15021 Cr |
| Fund Manage | 19 | 9 |
| PGIM India Balanced Advantage Fund - Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.5 | 33.62 |
| Large Cap | 49.05 | 30.99 |
| Mid Cap | 14.43 | 18.95 |
| Small Cap | 4.02 | 16.44 |
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 4.07 | 2.29 |
| Sovereign | 15.74 | 11.69 |
| Energy | 9.9 | 6.84 |
| Materials | 2.73 | 3.09 |
| Technology | 5.81 | 3.94 |
| Construction | 2.73 | 6.93 |
| Financial | 27.49 | 33.15 |
| Healthcare | 4.01 | 7.24 |
| Chemicals | 1.21 | 1.32 |
| Capital Goods | 6.34 | 4.76 |
| Automobile | 4.21 | 1.22 |
| Insurance | 2.52 | - |
| Services | 5.9 | 7.59 |
| Consumer Staples | 2.79 | 4.63 |
| Consumer Discretionary | 1.1 | 1.12 |
| Communication | 1.86 | 2.74 |
| Diversified | 1.22 | - |
| Textiles | 0.37 | 0.48 |
| Metals & Mining | - | 0.97 |
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