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	Very High
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	3.64%	6.78%
6 Month	-7.36%	-11.66%
1 Year	4.56%	-1.43%
3 Year	7.2%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-1.75%	-3.66%
1 Year	-2.51%	-11.81%
3 Year	8.55%	-
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
Funds Managed	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	34.77	35.6
Large Cap	48.73	56.58
Mid Cap	10.99	3.94
Small Cap	5.51	3.88

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	33.82	34.43
Energy	5.63	13.33
Industrials	8.3	7.52
Technology	6.76	-
Healthcare	5.6	5.11
Financial Services	19.03	22.2
Basic Materials	3.5	-
Consumer Cyclical	7.01	8.4
Consumer Defensive	5.03	9.01
Communication Services	3.41	-
Utilities	1.15	-
Real Estate	0.75	-