BANDHAN Balanced Advantage Fund Regular Plan Growth vs PGIM India Balanced Advantage Fund compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹2320 Cr | ₹953 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.08% | -0.19% |
| 6 Month | 3.28% | 2.16% |
| 1 Year | 3.38% | 3.52% |
| 3 Year | 10.84% | 9.63% |
| 5 Year | 9.8% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.84% | 1.11% |
| 1 Year | 9.87% | 9.71% |
| 3 Year | 10.19% | 9.21% |
| 5 Year | 9.58% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.59% | 8.5% |
| 3 Year | 8.77% | 9.78% |
| 5 Year | 9.26% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.54% | 8.25% |
| Sharp | 0.61% | 0.39% |
| Beta | 0.90% | 1.14% |
| Alpha | -0.14% | -1.99% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.28 | 35.07 |
| Large Cap | 52.63 | 46.36 |
| Small Cap | 8.46 | 4.02 |
| Mid Cap | 11.63 | 14.55 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 20.43 | 32.83 |
| Communication Services | 6.58 | 2.37 |
| Energy | 3.56 | 6.11 |
| Technology | 8.77 | 5.85 |
| Financial Services | 25.8 | 20.56 |
| Basic Materials | 4.22 | 2.99 |
| Consumer Defensive | 5.97 | 4.5 |
| Industrials | 6.17 | 9.25 |
| Consumer Cyclical | 8.42 | 8.16 |
| Healthcare | 6.41 | 5.58 |
| Utilities | 1.66 | 1.2 |
| Real Estate | 2.01 | 0.59 |
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