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PGIM India Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth 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) | ₹2324 Cr | ₹949 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 | 0.26% | -1.16% |
| 6 Month | 1.83% | -0.71% |
| 1 Year | 6.77% | 6.75% |
| 3 Year | 11.58% | 10.01% |
| 5 Year | 9.12% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.97% | -1.24% |
| 1 Year | 7.56% | 3.51% |
| 3 Year | 9.29% | 7.24% |
| 5 Year | 9.19% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.52% | 7.92% |
| 3 Year | 8.8% | 9.86% |
| 5 Year | 9.29% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.89% | 7.82% |
| Sharp | 0.84% | 0.58% |
| Beta | 0.87% | 1.17% |
| Alpha | 0.83% | -1.45% |
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 | 26.72 | 37.4 |
| Large Cap | 53.36 | 46.16 |
| Small Cap | 8.87 | 2.98 |
| Mid Cap | 11.06 | 13.46 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.38 | 34.13 |
| Communication Services | 6.66 | 2.46 |
| Energy | 3.75 | 6.53 |
| Technology | 9.61 | 6.87 |
| Financial Services | 26.33 | 20.53 |
| Basic Materials | 5.22 | 2.86 |
| Industrials | 6.62 | 7.63 |
| Consumer Defensive | 4.94 | 4.29 |
| Consumer Cyclical | 8.82 | 7.9 |
| Healthcare | 5.84 | 5.06 |
| Utilities | 1.03 | 1.2 |
| Real Estate | 1.79 | 0.54 |
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