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

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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	Average	Very High
Asset Size (Cr)	₹8282 Cr	₹978 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	2.18
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

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-0.8%	4.96%
6 Month	1.98%	-2.6%
1 Year	12.89%	7.58%
3 Year	11.83%	8.08%
5 Year	12.32%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-	1.49%
1 Year	8.2%	1.29%
3 Year	14.52%	9.49%
5 Year	13.96%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	14.38%	10.32%
3 Year	11.8%	9.8%
5 Year	12.32%	-

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	6.21%	8.876%
Sharp	0.79%	0.244%
Beta	0.86%	-
Alpha	2.82%	-

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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
Funds Managed	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	41.92	34.77
Large Cap	51.08	48.73
Mid Cap	11.66	10.99
Small Cap	7.54	5.51

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	41.92	33.82
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	-
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	-
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	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
Energy	-	5.63
Industrials	-	8.3
Technology	-	6.76
Healthcare	-	5.6
Financial Services	-	19.03
Basic Materials	-	3.5
Consumer Cyclical	-	7.01
Consumer Defensive	-	5.03
Communication Services	-	3.41
Utilities	-	1.15
Real Estate	-	0.75