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PGIM India Balanced Advantage Fund vs Baroda BNP Paribas 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) | ₹949 Cr | ₹4697 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 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | - | 0.41% |
| 6 Month | 1.83% | 3.69% |
| 1 Year | 6.13% | 7.56% |
| 3 Year | 10.78% | 14.8% |
| 5 Year | - | 12.58% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | -0.07% | 1.17% |
| 1 Year | 6.73% | 10.69% |
| 3 Year | 8.74% | 12.36% |
| 5 Year | - | 12.57% |
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% | 13.31% |
| 3 Year | 9.78% | 14.39% |
| 5 Year | - | 15.64% |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.25% | 9.35% |
| Sharp | 0.39% | 0.75% |
| Beta | 1.14% | 1.30% |
| Alpha | -1.99% | 1.10% |
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 | 34.78 | 30.35 |
| Large Cap | 46.64 | 42.19 |
| Mid Cap | 14.4 | 17.9 |
| Small Cap | 4.18 | 9.57 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.56 | 23.66 |
| Energy | 6.38 | 4.88 |
| Industrials | 8.99 | 10.71 |
| Technology | 6.01 | 7.08 |
| Consumer Cyclical | 8.11 | 11.7 |
| Healthcare | 5.36 | 5.82 |
| Financial Services | 21.04 | 20.85 |
| Basic Materials | 2.85 | 2.84 |
| Consumer Defensive | 4.56 | 6.24 |
| Communication Services | 2.4 | 2.92 |
| Utilities | 1.17 | 1.06 |
| Real Estate | 0.56 | 2.24 |
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