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) | ₹976 Cr | ₹4304 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 | 2.57% | 2.71% |
6 Month | 5.42% | 4.86% |
1 Year | 6.14% | 8.16% |
3 Year | 13.74% | 18.24% |
5 Year | - | 16.82% |
SIP Return Analysis
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 7.52% | 9.21% |
1 Year | 12.44% | 15.28% |
3 Year | 12.01% | 15.94% |
5 Year | - | 14.55% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 9.24% | 14.9% |
3 Year | 9.66% | 14.38% |
5 Year | - | 15.85% |
Risk Management
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 9.25% | 10.14% |
Sharp | 0.51% | 0.88% |
Beta | - | - |
Alpha | - | - |
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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 | 29.53 | 28.89 |
Large Cap | 52.75 | 42.74 |
Mid Cap | 13.43 | 17.41 |
Small Cap | 4.29 | 10.96 |
Sector Allocation
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 27.65 | 20.22 |
Energy | 6.63 | 5.77 |
Industrials | 8.81 | 12.13 |
Technology | 7.34 | 5.54 |
Healthcare | 5.23 | 6.85 |
Financial Services | 22.71 | 25.46 |
Basic Materials | 4.64 | 2.09 |
Consumer Cyclical | 7.27 | 8.03 |
Consumer Defensive | 5.28 | 5.03 |
Communication Services | 3.2 | 4.21 |
Utilities | 1.24 | 2.36 |
Real Estate | - | 2.31 |
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