Baroda BNP Paribas Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹978 Cr | ₹4078 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 | 2.18 | 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 | 3.64% | 4.97% |
6 Month | -7.36% | -6.54% |
1 Year | 4.56% | 4.87% |
3 Year | 7.2% | 11.09% |
5 Year | - | 18.39% |
SIP Return Analysis
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | -1.75% | -2% |
1 Year | -2.51% | -1.99% |
3 Year | 8.55% | 12.59% |
5 Year | - | 12.93% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 10.32% | 15.87% |
3 Year | 9.8% | 14.5% |
5 Year | - | 15.77% |
Risk Management
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 8.876% | 10.009% |
Sharp | 0.244% | 0.418% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 34.77 | 31.15 |
Large Cap | 48.73 | 42.99 |
Mid Cap | 10.99 | 14.66 |
Small Cap | 5.51 | 11.21 |
Sector Allocation
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 33.82 | 26.01 |
Energy | 5.63 | 7.58 |
Industrials | 8.3 | 12.94 |
Technology | 6.76 | 7.73 |
Healthcare | 5.6 | 6.54 |
Financial Services | 19.03 | 22.52 |
Basic Materials | 3.5 | 0.99 |
Consumer Cyclical | 7.01 | 6.34 |
Consumer Defensive | 5.03 | 2.53 |
Communication Services | 3.41 | 3.73 |
Utilities | 1.15 | 3.08 |
Real Estate | 0.75 | - |
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