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) ₹1057 Cr ₹4115 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 2.16 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 -3.01% -3.19%
6 Month -3.07% -0.67%
1 Year 7.09% 10.58%
3 Year 7.68% 11.54%
5 Year - 15.03%

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 1.91% 5.02%
3 Year 9.33% 14.52%
5 Year - 14.56%

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 35.61
Large Cap 49.05 44.53
Mid Cap 14.43 12.78
Small Cap 4.02 16.17

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

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

Others 4.07 35.61
Sovereign 15.74 -
Energy 9.9 -
Materials 2.73 -
Technology 5.81 -
Construction 2.73 5.79
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 - 6.14
Electrical Equipment - 3.08
IT - Software - 5.94
Industrial Manufacturing - 2.25
Banks - 13.81
Diversified FMCG - 0.17
Pharmaceuticals & Biotechnology - 4.13
Non - Ferrous Metals - 0.35
Realty - 1.37
Miscellaneous - 0.86
Personal Products - 0.55
Finance - 2.11
IT - Services - 0.49
Automobiles - 0.91
Consumer Durables - 1.35
Retailing - 4.12
Power - 5.63
Chemicals & Petrochemicals - 0.52
Food Products - 0.27
Aerospace & Defense - 2.03
Oil - 0.57
Industrial Products - 1.67
Household Products - 0.54
Auto Components - 1.8
Telecom - Services - 1.96
Financial Technology (Fintech) - 1.64
Capital Markets - 1.03
Transport Services - 0.54
Leisure Services - 0.24
Healthcare Services - 0.75
Beverages - 0.87

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