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) | ₹2268 Cr | ₹965 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 | 2.12% | 1.9% |
6 Month | 9.63% | 11.57% |
1 Year | 3.14% | 1.64% |
3 Year | 10.76% | 9.76% |
5 Year | 10.59% | - |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 2.31% | 2.75% |
1 Year | 7.76% | 9.82% |
3 Year | 10.64% | 10.28% |
5 Year | 9.76% | - |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 8.84% | 8.78% |
3 Year | 8.65% | 9.82% |
5 Year | 9.15% | - |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 6.58% | 8.38% |
Sharp | 0.45% | 0.28% |
Beta | - | - |
Alpha | - | - |
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 | 23.67 | 29.9 |
Large Cap | 57.02 | 50.65 |
Small Cap | 9.19 | 3.91 |
Mid Cap | 10.12 | 15.54 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 17.86 | 28.17 |
Communication Services | 5.88 | 2.52 |
Energy | 3.24 | 6.2 |
Technology | 12.59 | 7.01 |
Financial Services | 23.85 | 21.38 |
Basic Materials | 3.62 | 3.27 |
Industrials | 6.15 | 10.44 |
Consumer Defensive | 7.39 | 5.26 |
Consumer Cyclical | 9.13 | 8.59 |
Healthcare | 7.14 | 5.42 |
Real Estate | 1.6 | 0.54 |
Utilities | 1.54 | 1.2 |
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