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

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PGIM India Balanced Advantage Fund - Regular Growth

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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)	₹953 Cr	₹4545 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹250
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

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	0.9%	0.32%
6 Month	2.62%	3.8%
1 Year	3.92%	4.78%
3 Year	9.73%	13.57%
5 Year	-	12.7%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	1.79%	2.9%
1 Year	10.46%	14.23%
3 Year	9.58%	12.95%
5 Year	-	12.81%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	8.5%	13.35%
3 Year	9.78%	14.42%
5 Year	-	15.66%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	8.28%	9.37%
Sharp	0.42%	0.77%
Beta	1.13%	1.29%
Alpha	-2.22%	0.66%

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

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	35.07	25.79
Large Cap	46.36	44.65
Mid Cap	14.55	19.6
Small Cap	4.02	9.95

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	32.83	16.41
Energy	6.11	5.26
Industrials	9.25	10.2
Technology	5.85	5.93
Consumer Cyclical	8.16	11.56
Healthcare	5.58	6.09
Financial Services	20.56	25.86
Basic Materials	2.99	3.03
Consumer Defensive	4.5	6.04
Communication Services	2.37	4.31
Utilities	1.2	1.12
Real Estate	0.59	4.19