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) | ₹2268 Cr | ₹965 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 | 1.46% | 1.31% |
6 Month | 9.3% | 11.48% |
1 Year | 2.64% | 1.45% |
3 Year | 10.04% | 8.94% |
5 Year | 10.49% | - |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 2.31% | 2.75% |
1 Year | 7.76% | 9.82% |
3 Year | 10.64% | 10.28% |
5 Year | 9.76% | - |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 8.84% | 8.78% |
3 Year | 8.65% | 9.82% |
5 Year | 9.15% | - |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 6.58% | 8.38% |
Sharp | 0.45% | 0.28% |
Beta | - | - |
Alpha | - | - |
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 | 25.96 | 30.18 |
Large Cap | 55.46 | 50.59 |
Small Cap | 9.39 | 3.94 |
Mid Cap | 9.19 | 15.29 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 19.96 | 28.48 |
Communication Services | 5.14 | 2.51 |
Energy | 3.3 | 6.23 |
Technology | 12.17 | 6.92 |
Financial Services | 23.35 | 21.97 |
Basic Materials | 3.73 | 3.2 |
Industrials | 6.28 | 10.21 |
Consumer Defensive | 7.59 | 5.32 |
Consumer Cyclical | 8.04 | 7.82 |
Healthcare | 7.48 | 5.57 |
Real Estate | 1.28 | 0.55 |
Utilities | 1.7 | 1.23 |
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