Baroda BNP Paribas Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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Chart Comparison

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

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) ₹1138 Cr ₹3969 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 2021 04 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 2.14 1.88
Manager Puneet Pal Miten Vora
ISIN Code INF663L01V72 INF955L01HC4
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./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 -2.87% -2.92%
6 Month 5.58% 5.24%
1 Year 15.91% 20.23%
3 Year 8.44% 11.98%
5 Year - 15.65%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 12.21% 15.07%
3 Year 12.24% 17.16%
5 Year - 16.28%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 10.08% 15.8%
3 Year 9.97% 14.68%
5 Year - 15.75%

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.82% 8.78%
Sharp 0.48% 0.89%
Beta 1.02% 1.12%
Alpha -0.67% 2.8%

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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
Fund Manage 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 32.5 11.57
Large Cap 49.05 48.87
Mid Cap 14.43 12.12
Small Cap 4.02 6.47

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 4.07 8.39
Sovereign 15.74 -
Energy 9.9 -
Materials 2.73 -
Technology 5.81 -
Construction 2.73 5.05
Financial 27.49 -
Healthcare 4.01 -
Chemicals 1.21 -
Capital Goods 6.34 -
Automobile 4.21 -
Insurance 2.52 -
Services 5.9 -
Consumer Staples 2.79 -
Consumer Discretionary 1.1 -
Communication 1.86 -
Diversified 1.22 -
Textiles 0.37 -
Petroleum Products - 5.61
IT - Software - 4.09
Industrial Manufacturing - 1.21
Banks - 18.22
Pharmaceuticals & Biotechnology - 3.69
Non - Ferrous Metals - 0.03
Electrical Equipment - 1.87
Realty - 1.28
Transport Services - 1.18
Capital Markets - 1.56
Finance - 1.92
Telecom - Services - 3.28
Automobiles - 2
Consumer Durables - 2.27
Retailing - 2.82
Power - 4.49
Ferrous Metals - 1.83
Food Products - 0.9
Aerospace & Defense - 2.12
Oil - 0.91
Industrial Products - 1.92
Auto Components - 0.34
Financial Technology (Fintech) - 0.53
Leisure Services - 0.15
Healthcare Services - 0.69
Beverages - 0.68

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