Nippon India Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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 Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option PGIM India Balanced Advantage Fund - Regular Growth
Fund Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8282 Cr ₹1057 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 15 Nov 2004 04 Feb 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over 334% %
Expense Ratio 1.76 2.16
Manager Ashutosh Bhargava Puneet Pal
ISIN Code INF204K01596 INF663L01V72
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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 Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option PGIM India Balanced Advantage Fund - Regular Growth
1 Month 0.15% -0.14%
6 Month 2.79% 1.95%
1 Year 14.44% 11.16%
3 Year 12.13% 9.06%
5 Year 12.36% -

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 8.93% 7.63%
3 Year 14.42% 11.32%
5 Year 13.94% -

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option PGIM India Balanced Advantage Fund - Regular Growth
1 Year 14.38% 10.08%
3 Year 11.8% 9.97%
5 Year 12.32% -

Risk Management

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 6.21% 7.82%
Sharp 0.79% 0.48%
Beta 0.86% 1.02%
Alpha 2.82% -0.67%

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Fund Managers

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option PGIM India Balanced Advantage Fund - Regular Growth
Name Ashutosh Bhargava Puneet Pal
Total AUM ₹121448 Cr ₹20950 Cr
Fund Manage 12 19
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

PGIM India Balanced Advantage Fund - Regular Growth

Others 41.92 32.5
Large Cap 51.08 49.05
Mid Cap 11.66 14.43
Small Cap 7.54 4.02

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

PGIM India Balanced Advantage Fund - Regular Growth

Others 41.92 4.07
Petroleum Products 2.38 -
IT - Software 7.22 -
Cement & Cement Products 1.12 -
IT - Services 0.27 -
Construction 2.1 2.73
Consumer Durables 2.52 -
Diversified FMCG 3.49 -
Banks 15.43 -
Automobiles 2.54 -
Aerospace & Defense 0.98 -
Electrical Equipment 1.62 -
Pharmaceuticals & Biotechnology 1.85 -
Ferrous Metals 0.52 -
Realty 1.82 -
Transport Infrastructure 2.16 -
Personal Products 1.61 -
Industrial Products 0.4 -
Telecom - Services 4.13 -
Insurance 2.85 2.52
Finance 1.76 -
Transport Services 0.46 -
Retailing 1.61 -
Power 3.35 -
Financial Technology (Fintech) 1.09 -
Healthcare Services 0.24 -
Auto Components 1.47 -
Diversified 0.55 1.22
Other Utilities 0.36 -
Beverages 1.42 -
Textiles & Apparels 0.74 -
Food Products 0.52 -
Leisure Services 1.7 -
Sovereign - 15.74
Energy - 9.9
Materials - 2.73
Technology - 5.81
Financial - 27.49
Healthcare - 4.01
Chemicals - 1.21
Capital Goods - 6.34
Automobile - 4.21
Services - 5.9
Consumer Staples - 2.79
Consumer Discretionary - 1.1
Communication - 1.86
Textiles - 0.37

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