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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs PGIM India Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹1278 Cr | ₹965 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 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.4% | 1.98% |
| 6 Month | 9.54% | 11.32% |
| 1 Year | -1.47% | 1.45% |
| 3 Year | - | 9.03% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.07% | 2.75% |
| 1 Year | 7.19% | 9.82% |
| 3 Year | - | 10.28% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 3.68% | 8.78% |
| 3 Year | - | 9.82% |
| 5 Year | - | - |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.38% |
| Sharp | - | 0.28% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19 | 30.18 |
| Large Cap | 70.14 | 50.59 |
| Small Cap | 3.49 | 3.94 |
| Mid Cap | 7.37 | 15.29 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 15.25 | 28.48 |
| Energy | 4.07 | 6.23 |
| Technology | 7.95 | 6.92 |
| Industrials | 7.22 | 10.21 |
| Basic Materials | 5.94 | 3.2 |
| Consumer Defensive | 7.57 | 5.32 |
| Financial Services | 30.48 | 21.97 |
| Healthcare | 7.39 | 5.57 |
| Consumer Cyclical | 8.46 | 7.82 |
| Communication Services | 2.29 | 2.51 |
| Utilities | 1.1 | 1.23 |
| Real Estate | 2.28 | 0.55 |
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