PGIM India Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
Fund	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹9749 Cr	₹949 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	15 Nov 2004	04 Feb 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	334%	%
Expense Ratio	1.76	2.18
Manager	Ashutosh Bhargava	Puneet Pal
ISIN Code	INF204K01596	INF663L01V72
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-	-0.26%
6 Month	-	2.16%
1 Year	-	6.2%
3 Year	-	10.79%
5 Year	-	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-	-0.07%
1 Year	-	6.73%
3 Year	-	8.74%
5 Year	-	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	-	8.5%
3 Year	-	9.78%
5 Year	-	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	6.92%	8.25%
Sharp	0.75%	0.39%
Beta	1.00%	1.14%
Alpha	0.56%	-1.99%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
Name	Ashutosh Bhargava	Puneet Pal
Total AUM	₹121448 Cr	₹20950 Cr
Funds Managed	12	19
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	41.92	34.78
Large Cap	51.08	46.64
Mid Cap	11.66	14.4
Small Cap	7.54	4.18

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	41.92	32.56
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	-
Consumer Durables	2.52	-
Diversified FMCG	3.49	-
Banks	15.43	-
Automobiles	2.54	-
Aerospace & Defense	0.98	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	-
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	-
Insurance	2.85	-
Finance	1.76	-
Transport Services	0.46	-
Retailing	1.61	-
Power	3.35	-
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
Energy	-	6.38
Industrials	-	8.99
Technology	-	6.01
Consumer Cyclical	-	8.11
Healthcare	-	5.36
Financial Services	-	21.04
Basic Materials	-	2.85
Consumer Defensive	-	4.56
Communication Services	-	2.4
Utilities	-	1.17
Real Estate	-	0.56