Quant Dynamic Asset Allocation Fund Regular vs PGIM India Balanced Advantage Fund compare

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PGIM India Balanced Advantage Fund - Regular Growth

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Quant Dynamic Asset Allocation Fund Regular - Growth

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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	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹978 Cr	₹1274 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	04 Feb 2021	12 Apr 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	CRISIL Hybrid 50+50 Moderate Index
Turn Over	%	%
Expense Ratio	2.18	2.12
Manager	Puneet Pal	Sanjeev Sharma
ISIN Code	INF663L01V72	INF966L01BO9
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	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-1.2%	-5.04%
6 Month	-5.84%	-14.84%
1 Year	5.01%	-1.36%
3 Year	7.73%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-	-
1 Year	-3.59%	-14.61%
3 Year	7.52%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	10.32%	52.56%
3 Year	9.8%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	8.876%	-
Sharp	0.244%	-
Beta	-	-
Alpha	-	-

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Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Puneet Pal	Sanjeev Sharma
Total AUM	₹20950 Cr	₹39731 Cr
Fund Manage	19	22
	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	32.5	26.42
Large Cap	49.05	65.83
Mid Cap	14.43	1.96
Small Cap	4.02	5.79

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	4.07	26.42
Sovereign	15.74	-
Energy	9.9	-
Materials	2.73	-
Technology	5.81	-
Construction	2.73	6.97
Financial	27.49	-
Healthcare	4.01	-
Chemicals	1.21	-
Capital Goods	6.34	-
Automobile	4.21	-
Insurance	2.52	15.35
Services	5.9	-
Consumer Staples	2.79	-
Consumer Discretionary	1.1	-
Communication	1.86	-
Diversified	1.22	-
Textiles	0.37	-
Petroleum Products	-	9.44
Diversified FMCG	-	14.27
Commercial Services & Supplies	-	2.17
Food Products	-	4.3
Pharmaceuticals & Biotechnology	-	1.96
Finance	-	12.68
Auto Components	-	6.44