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
| 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) | ₹1308 Cr | ₹1057 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 | 2.08 | 2.16 |
| 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 | 0.35% | 2.23% |
| 6 Month | 2.3% | 7.24% |
| 1 Year | - | 15.62% |
| 3 Year | - | 9.93% |
| 5 Year | - | - |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 13.9% |
| 3 Year | - | 13.21% |
| 5 Year | - | - |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | - | 10.08% |
| 3 Year | - | 9.97% |
| 5 Year | - | - |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 7.82% |
| Sharp | - | 0.48% |
| Beta | - | 1.02% |
| Alpha | - | -0.67% |
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| 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 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 21.89 | 32.5 |
| Large Cap | 70.85 | 49.05 |
| Mid Cap | 5.89 | 14.43 |
| Small Cap | 1.37 | 4.02 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 21.89 | 4.07 |
| Petroleum Products | 8.34 | - |
| IT - Software | 10.01 | - |
| Personal Products | 1.4 | - |
| Construction | 2.59 | 2.73 |
| Ferrous Metals | 2.32 | - |
| Consumer Durables | 1.21 | - |
| Diversified FMCG | 4.75 | - |
| Non - Ferrous Metals | 1.24 | - |
| Banks | 17.18 | - |
| Pharmaceuticals & Biotechnology | 8.41 | - |
| Cement & Cement Products | 2.61 | - |
| Automobiles | 4.81 | - |
| Electrical Equipment | 0.22 | - |
| Insurance | 0.9 | 2.52 |
| Agricultural Food & other Products | 1.9 | - |
| Oil | 0.31 | - |
| Food Products | 2.05 | - |
| Power | 1.21 | - |
| Finance | 1.78 | - |
| Telecom - Services | 2.21 | - |
| Healthcare Services | 0.31 | - |
| Beverages | 1.38 | - |
| Retailing | 0.97 | - |
| Sovereign | - | 15.74 |
| Energy | - | 9.9 |
| Materials | - | 2.73 |
| Technology | - | 5.81 |
| Financial | - | 27.49 |
| Healthcare | - | 4.01 |
| Chemicals | - | 1.21 |
| Capital Goods | - | 6.34 |
| Automobile | - | 4.21 |
| Services | - | 5.9 |
| Consumer Staples | - | 2.79 |
| Consumer Discretionary | - | 1.1 |
| Communication | - | 1.86 |
| Diversified | - | 1.22 |
| Textiles | - | 0.37 |
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