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Baroda BNP Paribas Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹976 Cr ₹4304 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Feb 2021 13 Nov 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over % 173%
Expense Ratio 2.18 1.89
Manager Puneet Pal Miten Vora
ISIN Code INF663L01V72 INF955L01HC4
Exits Load PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 2.64% 2.75%
6 Month 4.72% 3.98%
1 Year 6.44% 8.5%
3 Year 13.8% 18.34%
5 Year - 16.89%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 8.39% 9.4%
1 Year 13.05% 14.95%
3 Year 12.68% 16.39%
5 Year - 14.75%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 9.24% 14.9%
3 Year 9.66% 14.38%
5 Year - 15.85%

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 9.25% 10.14%
Sharp 0.51% 0.88%
Beta - -
Alpha - -

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Fund Managers

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Puneet Pal Miten Vora
Total AUM ₹20950 Cr ₹6478 Cr
Funds Managed 19 6
PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 34.77 31.15
Large Cap 48.73 42.99
Mid Cap 10.99 14.66
Small Cap 5.51 11.21

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 33.82 26.01
Energy 5.63 7.58
Industrials 8.3 12.94
Technology 6.76 7.73
Healthcare 5.6 6.54
Financial Services 19.03 22.52
Basic Materials 3.5 0.99
Consumer Cyclical 7.01 6.34
Consumer Defensive 5.03 2.53
Communication Services 3.41 3.73
Utilities 1.15 3.08
Real Estate 0.75 -

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