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Baroda BNP Paribas Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹938 Cr | ₹4362 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 | 0.84% | 0.96% |
| 6 Month | 7.19% | 8.26% |
| 1 Year | 4.4% | 5% |
| 3 Year | 11.09% | 14.95% |
| 5 Year | - | 14.2% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.17% | 2.26% |
| 1 Year | 11.35% | 12.09% |
| 3 Year | 10.46% | 13.26% |
| 5 Year | - | 12.96% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.5% | 13.93% |
| 3 Year | 9.78% | 14.44% |
| 5 Year | - | 15.82% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.21% | 9.31% |
| Sharp | 0.38% | 0.75% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.71 | 25.79 |
| Large Cap | 45.74 | 44.65 |
| Mid Cap | 14.8 | 19.6 |
| Small Cap | 3.75 | 9.95 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.87 | 16.05 |
| Energy | 5.7 | 5.26 |
| Industrials | 9.24 | 10.2 |
| Technology | 5.51 | 5.93 |
| Consumer Cyclical | 8.46 | 11.56 |
| Healthcare | 5.49 | 6.09 |
| Financial Services | 20.18 | 25.86 |
| Basic Materials | 2.91 | 3.03 |
| Consumer Defensive | 4.73 | 6.04 |
| Communication Services | 2.21 | 4.31 |
| Utilities | 1.19 | 1.49 |
| Real Estate | 0.52 | 4.19 |
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