BANDHAN Balanced Advantage Fund Regular Plan Growth vs PGIM India Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
Fund BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹2265 Cr ₹1138 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2014 24 Feb 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over 24% %
Expense Ratio 1.94 2.14
Manager Ritika Behera Puneet Pal
ISIN Code INF194KA1UE8 INF663L01V72
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Month 1.53% 1.42%
6 Month 11.93% 13.17%
1 Year 21.27% 19.75%
3 Year 9.75% 10.57%
5 Year 12.4% -

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 8.96% 7.64%
3 Year 19.58% 18.36%
5 Year 33.63% 20.59%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 11.44% 9.08%
3 Year 26.27% 23.3%
5 Year 36.2% 24.29%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 6.89% 7.82%
Sharp 0.48% 0.48%
Beta 0.84% 1.02%
Alpha -0.51% -0.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
Name Ritika Behera Puneet Pal
Total AUM ₹43013 Cr ₹20950 Cr
Fund Manage 19 19
BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others -16.01 32.5
Large Cap 62.25 49.05
Mid Cap 9.03 14.43
Small Cap 6.73 4.02

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others -16.88 4.07
Banks 13.15 -
IT - Software 7.54 -
Finance 9.41 -
Petroleum Products 4.12 -
Telecom - Services 4.16 -
Personal Products 2.31 -
Automobiles 5.83 -
Construction 2.72 2.73
Diversified FMCG 2.62 -
Pharmaceuticals & Biotechnology 3.1 -
Beverages 1.93 -
Insurance 1.18 2.52
Electrical Equipment 2.31 -
Retailing 3.56 -
Power 1.66 -
Realty 1.7 -
Ferrous Metals 1.22 -
Healthcare Services 0.77 -
Minerals & Mining 0.76 -
Cement & Cement Products 1.18 -
Consumer Durables 0.67 -
Aerospace & Defense 0.63 -
Gas 0.58 -
Auto Components 1.38 -
Oil 0.56 -
Transport Services 0.55 -
Non - Ferrous Metals 0.55 -
Financial Technology (Fintech) 0.53 -
Fertilizers & Agrochemicals 0.4 -
Entertainment 0.4 -
Food Products 0.39 -
Industrial Manufacturing 0.36 -
Leisure Services 0.36 -
Chemicals & Petrochemicals 0.29 -
Financial - 27.49
Sovereign - 15.74
Energy - 9.9
Technology - 5.81
Materials - 2.73
Communication - 1.86
Services - 5.9
Capital Goods - 6.34
Automobile - 4.21
Healthcare - 4.01
Consumer Staples - 2.79
Diversified - 1.22
Consumer Discretionary - 1.1
Chemicals - 1.21
Textiles - 0.37

Top Comparisons

Aditya Birla Sun Life Pure Value Fund - Growth Option Aditya Birla Sun Life Pure Value Fund - Growth Option

3Y Returns22.28%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns30.16%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.29%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns16.49%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns16.79%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns5.56%

VS

Sundaram Banking and PSU Debt Fund Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

3Y Returns5.35%

Compare Now
Request call back
Add to Cart Successfully