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

Link copied to clipboard!

tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Invest Now

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

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) ₹789 Cr ₹1274 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 15 Dec 2023 24 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 0 2.09
Manager Siddharth Chaudhary Puneet Pal
ISIN Code INF0QA701680 INF663L01V72
Exits Load Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 0.5% for redemption within 90 days/365

Trailing Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
1 Month 2.2% 3.15%
6 Month 10.29% 9.5%
1 Year - 16.36%
3 Year - 10.71%
5 Year - -

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 4.96% 7.64%
3 Year 4.96% 18.36%
5 Year 4.96% 20.59%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
1 Year 5.9% 9.08%
3 Year 5.9% 23.3%
5 Year 5.9% 24.29%

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation - 7.82%
Sharp - 0.43%
Beta - 1%
Alpha - 0.32%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 74.19 49.05
Others 22.5 32.5
Mid Cap 2.1 14.43
Small Cap 1.19 4.02

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

PGIM India Balanced Advantage Fund - Regular Growth

Financial 20.95 27.49
Others 12.74 4.07
Sovereign 7.24 15.74
Energy 7.94 9.9
Communication 4.03 1.86
Construction 3.83 2.73
Consumer Staples 12.45 2.79
Automobile 5.97 4.21
Healthcare 6.93 4.01
Diversified 1.93 1.22
Metals & Mining 4.85 -
Technology 2.51 5.81
Materials 3.27 2.73
Capital Goods 3.49 6.34
Consumer Discretionary 0.97 1.1
Services 0.65 5.9
Insurance 0.23 2.52
Chemicals - 1.21
Textiles - 0.37

Top Comparisons

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.51%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns16.35%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

HSBC Small Cap Fund - Regular Growth HSBC Small Cap Fund - Regular Growth

3Y Returns29.72%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns24.08%

VS

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns25.48%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns10.81%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns13.29%

Compare Now
Request call back
Add to Cart Successfully