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

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tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

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tortoise-icon 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 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 Very High Very High
Asset Size (Cr) ₹2193 Cr ₹978 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Oct 2014 04 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 2.04 2.18
Manager Ritika Behera Puneet Pal
ISIN Code INF194KA1UE8 INF663L01V72
Exits Load Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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

Trailing Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Month 3.87% 3.64%
6 Month -4.32% -7.36%
1 Year 6.87% 4.56%
3 Year 8.46% 7.2%
5 Year 14.6% -

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month -1.58% -1.75%
1 Year -0.29% -2.51%
3 Year 10.22% 8.55%
5 Year 9.74% -

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 9.02% 10.32%
3 Year 8.54% 9.8%
5 Year 8.78% -

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 7.606% 8.876%
Sharp 0.199% 0.244%
Beta - -
Alpha - -

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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
Funds Managed 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 16.93 34.77
Large Cap 63.97 48.73
Small Cap 11.1 5.51
Mid Cap 8 10.99

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 16.17 33.82
Communication Services 4.98 3.41
Energy 3.15 5.63
Technology 12.95 6.76
Financial Services 25.51 19.03
Basic Materials 6.1 3.5
Industrials 4.74 8.3
Consumer Cyclical 9.51 7.01
Consumer Defensive 6.86 5.03
Healthcare 7.43 5.6
Utilities 1.15 1.15
Real Estate 1.46 0.75

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