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

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tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

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) ₹1338 Cr ₹995 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 -2.35% -1.35%
6 Month 5.89% 7.56%
1 Year 0.35% 3.43%
3 Year - 10.81%
5 Year - -

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
6 Month 3.14% 4.08%
1 Year 4.88% 7.78%
3 Year - 10.73%
5 Year - -

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
1 Year 3.96% 9.24%
3 Year - 9.66%
5 Year - -

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation - 8.98%
Sharp - 0.76%
Beta - -
Alpha - -

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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 17.95 30.38
Large Cap 72.11 51.37
Small Cap 3.81 4.33
Mid Cap 6.14 13.93

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

PGIM India Balanced Advantage Fund - Regular Growth

Others 14.73 27.14
Energy 6.57 6.77
Technology 7.09 7.16
Industrials 6.88 9.05
Basic Materials 5.8 4.57
Consumer Defensive 6.59 5.01
Financial Services 33.4 22.7
Healthcare 6.09 5.45
Consumer Cyclical 5.13 7.58
Communication Services 4.34 3.32
Real Estate 2.37 -
Utilities 1.01 1.26

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