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) ₹1274 Cr ₹3627 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 2021 04 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 2.09 1.91
Manager Puneet Pal Miten Vora
ISIN Code INF663L01V72 INF955L01HC4
Exits Load 0.5% for redemption within 90 days/365 For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year./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 3.9% 3.25%
6 Month 10.06% 11.92%
1 Year 17.09% 26.06%
3 Year 10.67% 14.95%
5 Year - 16.78%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - -
1 Year 7.64% 11.22%
3 Year 18.36% 27.88%
5 Year 20.59% 50.85%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 9.08% 16.71%
3 Year 23.3% 39.46%
5 Year 24.29% 54.94%

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.82% 8.78%
Sharp 0.43% 0.87%
Beta 1% 1.11%
Alpha 0.32% 4.06%

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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
Fund Manage 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

Large Cap 49.05 46.6
Others 32.5 34.31
Mid Cap 14.43 13.19
Small Cap 4.02 5.9

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

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

Financial 27.49 26.24
Sovereign 15.74 4.75
Energy 9.9 11
Others 4.07 12.78
Technology 5.81 3.9
Construction 2.73 9.81
Materials 2.73 0.1
Communication 1.86 2.95
Services 5.9 5.53
Capital Goods 6.34 10.58
Insurance 2.52 -
Automobile 4.21 2.37
Healthcare 4.01 4.19
Consumer Staples 2.79 1.61
Diversified 1.22 -
Consumer Discretionary 1.1 1.9
Chemicals 1.21 -
Textiles 0.37 -
Metals & Mining - 2.29

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