Nippon India Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
| 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 | ₹1138 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Nov 2004 | 24 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 | 2.14 |
| 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 | Exit load of 0.5%, if redeemed within 90 days./365 |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.35% | 1.42% |
| 6 Month | 13.98% | 13.17% |
| 1 Year | 24.41% | 19.75% |
| 3 Year | 12.76% | 10.57% |
| 5 Year | 14.44% | - |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.75% | 7.64% |
| 3 Year | 24.88% | 18.36% |
| 5 Year | 43.32% | 20.59% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.6% | 9.08% |
| 3 Year | 33.64% | 23.3% |
| 5 Year | 46.21% | 24.29% |
| 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 | 0.87% | 0.48% |
| Beta | 0.85% | 1.02% |
| Alpha | 2.9% | -0.67% |
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| 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 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 24.97 | 32.5 |
| Large Cap | 50.08 | 49.05 |
| Mid Cap | 10.11 | 14.43 |
| Small Cap | 2.14 | 4.02 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 11.62 | 4.07 |
| Healthcare | 1.79 | 4.01 |
| Automobile | 5 | 4.21 |
| Financial | 27.5 | 27.49 |
| Capital Goods | 3.94 | 6.34 |
| Services | 1.66 | 5.9 |
| Technology | 5.05 | 5.81 |
| Communication | 4.27 | 1.86 |
| Metals & Mining | 2.52 | - |
| Consumer Discretionary | 0.56 | 1.1 |
| Textiles | 0.6 | 0.37 |
| Consumer Staples | 6.86 | 2.79 |
| Materials | 0.86 | 2.73 |
| Construction | 2.11 | 2.73 |
| Energy | 6.09 | 9.9 |
| Sovereign | 6.38 | 15.74 |
| Diversified | 0.49 | 1.22 |
| Chemicals | - | 1.21 |
| Insurance | - | 2.52 |
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