BANDHAN Balanced Advantage Fund Regular Plan Growth vs PGIM India Balanced Advantage Fund compare

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2302 Cr	₹995 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	10 Oct 2014	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	24%	%
Expense Ratio	2.04	2.18
Manager	Ritika Behera	Puneet Pal
ISIN Code	INF194KA1UE8	INF663L01V72
Exits Load	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-0.2%	-1.35%
6 Month	5.99%	7.56%
1 Year	4.15%	3.43%
3 Year	11.11%	10.81%
5 Year	10.9%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	3.57%	4.08%
1 Year	6.71%	7.78%
3 Year	11.29%	10.73%
5 Year	10.22%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	8.94%	9.24%
3 Year	8.56%	9.66%
5 Year	9.08%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	7.19%	8.98%
Sharp	0.89%	0.76%
Beta	-	-
Alpha	-	-

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Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Name	Ritika Behera	Puneet Pal
Total AUM	₹43013 Cr	₹20950 Cr
Funds Managed	19	19
	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	24.76	30.38
Large Cap	55.43	51.37
Small Cap	10.08	4.33
Mid Cap	9.72	13.93

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	18.98	27.14
Communication Services	5.5	3.32
Energy	3.54	6.77
Technology	13.68	7.16
Financial Services	23.3	22.7
Basic Materials	4.26	4.57
Industrials	6.34	9.05
Consumer Cyclical	7.46	7.58
Consumer Defensive	6.24	5.01
Healthcare	7.61	5.45
Utilities	1.92	1.26
Real Estate	1.18	-