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

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon 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 Moderately High Very High
Asset Size (Cr) ₹2348 Cr ₹1274 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2014 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 24% %
Expense Ratio 1.94 2.09
Manager Ritika Behera Puneet Pal
ISIN Code INF194KA1UE8 INF663L01V72
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 1 year/365 0.5% for redemption within 90 days/365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Month 1.84% 2.23%
6 Month 10.41% 10.48%
1 Year 17.83% 14.54%
3 Year 9.94% 10.46%
5 Year 11.66% -

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 8.96% 7.64%
3 Year 19.58% 18.36%
5 Year 33.63% 20.59%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 11.44% 9.08%
3 Year 26.27% 23.3%
5 Year 36.2% 24.29%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 6.89% 7.82%
Sharp 0.45% 0.43%
Beta 0.82% 1%
Alpha 0.43% 0.32%

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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
Fund Manage 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 23.59 32.5
Large Cap 61.82 49.05
Mid Cap 8.94 14.43
Small Cap 5.65 4.02

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 38.74 4.07
Financial 18.8 27.49
Sovereign 11.83 15.74
Technology 1.72 5.81
Energy 5.75 9.9
Consumer Staples 2.87 2.79
Construction 2.73 2.73
Automobile 4.06 4.21
Communication 1.22 1.86
Insurance -0.01 2.52
Services 4.22 5.9
Metals & Mining 1.82 -
Capital Goods 2.93 6.34
Healthcare 2 4.01
Materials 0.72 2.73
Diversified 0.61 1.22
Chemicals -0.01 1.21
Consumer Discretionary 0 1.1
Textiles - 0.37

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