PGIM India Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

BANDHAN Balanced Advantage Fund Regular Plan Growth

PGIM India Balanced Advantage Fund - Regular Growth

Overview

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2265 Cr	₹1138 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	05 Oct 2014	24 Feb 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	24%	%
Expense Ratio	1.94	2.14
Manager	Ritika Behera	Puneet Pal
ISIN Code	INF194KA1UE8	INF663L01V72
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit load of 0.5%, if redeemed within 90 days./365

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	1.53%	1.42%
6 Month	11.93%	13.17%
1 Year	21.27%	19.75%
3 Year	9.75%	10.57%
5 Year	12.4%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	8.96%	7.64%
3 Year	19.58%	18.36%
5 Year	33.63%	20.59%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	11.44%	9.08%
3 Year	26.27%	23.3%
5 Year	36.2%	24.29%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	6.89%	7.82%
Sharp	0.48%	0.48%
Beta	0.84%	1.02%
Alpha	-0.51%	-0.67%

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Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Name	Ritika Behera	Puneet Pal
Total AUM	₹43013 Cr	₹20950 Cr
Fund Manage	19	19
	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	-16.01	32.5
Large Cap	62.25	49.05
Mid Cap	9.03	14.43
Small Cap	6.73	4.02

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	-16.88	4.07
Banks	13.15	-
IT - Software	7.54	-
Finance	9.41	-
Petroleum Products	4.12	-
Telecom - Services	4.16	-
Personal Products	2.31	-
Automobiles	5.83	-
Construction	2.72	2.73
Diversified FMCG	2.62	-
Pharmaceuticals & Biotechnology	3.1	-
Beverages	1.93	-
Insurance	1.18	2.52
Electrical Equipment	2.31	-
Retailing	3.56	-
Power	1.66	-
Realty	1.7	-
Ferrous Metals	1.22	-
Healthcare Services	0.77	-
Minerals & Mining	0.76	-
Cement & Cement Products	1.18	-
Consumer Durables	0.67	-
Aerospace & Defense	0.63	-
Gas	0.58	-
Auto Components	1.38	-
Oil	0.56	-
Transport Services	0.55	-
Non - Ferrous Metals	0.55	-
Financial Technology (Fintech)	0.53	-
Fertilizers & Agrochemicals	0.4	-
Entertainment	0.4	-
Food Products	0.39	-
Industrial Manufacturing	0.36	-
Leisure Services	0.36	-
Chemicals & Petrochemicals	0.29	-
Financial	-	27.49
Sovereign	-	15.74
Energy	-	9.9
Technology	-	5.81
Materials	-	2.73
Communication	-	1.86
Services	-	5.9
Capital Goods	-	6.34
Automobile	-	4.21
Healthcare	-	4.01
Consumer Staples	-	2.79
Diversified	-	1.22
Consumer Discretionary	-	1.1
Chemicals	-	1.21
Textiles	-	0.37