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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) | ₹1286 Cr | ₹938 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 | 3.8% | 2.04% |
| 6 Month | 5.57% | 4.79% |
| 1 Year | 5.25% | 5.21% |
| 3 Year | - | 10.13% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.45% | -0.32% |
| 1 Year | 4.46% | 5.55% |
| 3 Year | - | 8.28% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 2.84% | 8.5% |
| 3 Year | - | 9.78% |
| 5 Year | - | - |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.28% |
| Sharp | - | 0.42% |
| Beta | - | 1.13% |
| Alpha | - | -2.22% |
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 | 22.81 | 35.71 |
| Large Cap | 67.05 | 45.74 |
| Small Cap | 2.21 | 3.75 |
| Mid Cap | 7.93 | 14.8 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.74 | 33.87 |
| Energy | 2.42 | 5.7 |
| Technology | 8.22 | 5.51 |
| Consumer Cyclical | 7.55 | 8.46 |
| Industrials | 8.08 | 9.24 |
| Basic Materials | 6.78 | 2.91 |
| Consumer Defensive | 7.85 | 4.73 |
| Financial Services | 24.33 | 20.18 |
| Healthcare | 10.79 | 5.49 |
| Communication Services | 2.02 | 2.21 |
| Utilities | 0 | 1.19 |
| Real Estate | 2.23 | 0.52 |
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