- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 | 1.5% | 2.17% |
| 6 Month | 5.33% | 6.79% |
| 1 Year | 5.26% | 7.04% |
| 3 Year | 10.65% | 14.69% |
| 5 Year | - | 13.98% |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.91% | 2.35% |
| 1 Year | 10.96% | 12.36% |
| 3 Year | 10.36% | 13.39% |
| 5 Year | - | 13.05% |
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 |
Top Comparisons
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.86%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.64%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns14.42%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.92%
HSBC Overnight Fund - Regular Growth
3Y Returns6.35%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.39%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns20.51%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns25.48%
