BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs PGIM India Balanced Advantage Fund compare

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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PGIM India Balanced Advantage Fund - Regular Growth

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

Overview

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
Fund	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹1347 Cr	₹953 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	08 Dec 2023	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	%	%
Expense Ratio	2.09	2.18
Manager	Siddharth Chaudhary	Puneet Pal
ISIN Code	INF0QA701680	INF663L01V72
Exits Load	Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-1.06%	-0.96%
6 Month	3.46%	1.44%
1 Year	5.76%	3.62%
3 Year	-	9.8%
5 Year	-	-

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	2.77%	1.11%
1 Year	12.66%	9.71%
3 Year	-	9.21%
5 Year	-	-

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	2.84%	8.5%
3 Year	-	9.78%
5 Year	-	-

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	-	8.25%
Sharp	-	0.39%
Beta	-	1.14%
Alpha	-	-1.99%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
Name	Siddharth Chaudhary	Puneet Pal
Total AUM	₹7136 Cr	₹20950 Cr
Funds Managed	8	19
	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
Others	18.57	34.78
Large Cap	69.18	46.64
Small Cap	1.94	4.18
Mid Cap	10.31	14.4

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	PGIM India Balanced Advantage Fund - Regular Growth
Others	14.24	32.56
Energy	5.48	6.38
Technology	8.19	6.01
Industrials	8.07	8.99
Basic Materials	6.54	2.85
Consumer Defensive	5.6	4.56
Financial Services	25.97	21.04
Healthcare	13.29	5.36
Consumer Cyclical	6.55	8.11
Real Estate	2.79	0.56
Communication Services	3.27	2.4
Utilities	-	1.17