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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) | ₹2263 Cr | ₹938 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 | 1.97% | 2.04% |
| 6 Month | 4.91% | 4.79% |
| 1 Year | 5.32% | 5.21% |
| 3 Year | 10.66% | 10.13% |
| 5 Year | 10.56% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.47% | -0.29% |
| 1 Year | 5.22% | 5.42% |
| 3 Year | 9.21% | 8.38% |
| 5 Year | 8.97% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.72% | 8.5% |
| 3 Year | 8.7% | 9.78% |
| 5 Year | 9.19% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.54% | 8.28% |
| Sharp | 0.59% | 0.42% |
| Beta | 0.88% | 1.13% |
| Alpha | -0.60% | -2.22% |
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 | 26.13 | 35.71 |
| Large Cap | 53.66 | 45.74 |
| Small Cap | 9.5 | 3.75 |
| Mid Cap | 10.71 | 14.8 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.08 | 33.87 |
| Communication Services | 6.33 | 2.21 |
| Energy | 3.19 | 5.7 |
| Technology | 8.77 | 5.51 |
| Financial Services | 25.64 | 20.18 |
| Basic Materials | 4.21 | 2.91 |
| Consumer Defensive | 6.31 | 4.73 |
| Industrials | 6.16 | 9.24 |
| Consumer Cyclical | 9.68 | 8.46 |
| Healthcare | 7.02 | 5.49 |
| Real Estate | 1.92 | 0.52 |
| Utilities | 1.7 | 1.19 |
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