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) | ₹965 Cr | ₹4332 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 | 1.71% | 1.77% |
6 Month | 11.91% | 13.26% |
1 Year | 1.71% | 2.79% |
3 Year | 9.69% | 14.07% |
5 Year | - | 14.15% |
SIP Return Analysis
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 2.75% | 2.27% |
1 Year | 9.82% | 9.33% |
3 Year | 10.28% | 12.81% |
5 Year | - | 12.61% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 8.78% | 14.36% |
3 Year | 9.82% | 14.5% |
5 Year | - | 15.98% |
Risk Management
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 8.38% | 9.43% |
Sharp | 0.28% | 0.66% |
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 | 30.18 | 33.32 |
Large Cap | 50.59 | 40.3 |
Mid Cap | 15.29 | 15.9 |
Small Cap | 3.94 | 10.48 |
Sector Allocation
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 28.48 | 23.44 |
Energy | 6.23 | 5.49 |
Industrials | 10.21 | 10.58 |
Technology | 6.92 | 5.23 |
Consumer Cyclical | 7.82 | 7.88 |
Healthcare | 5.57 | 6.74 |
Financial Services | 21.97 | 25.87 |
Basic Materials | 3.2 | 1.38 |
Consumer Defensive | 5.32 | 3.66 |
Communication Services | 2.51 | 4.64 |
Utilities | 1.23 | 1.42 |
Real Estate | 0.55 | 3.67 |
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