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
Chart Comparison
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 | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2193 Cr | ₹978 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Oct 2014 | 04 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 | 2.04 | 2.18 |
Manager | Ritika Behera | Puneet Pal |
ISIN Code | INF194KA1UE8 | INF663L01V72 |
Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | -1.93% | -1.2% |
6 Month | -3.62% | -5.84% |
1 Year | 7.08% | 5.01% |
3 Year | 8.37% | 7.73% |
5 Year | 8.99% | - |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -0.65% | -2.98% |
3 Year | 9.29% | 7.55% |
5 Year | 9.42% | - |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 9.02% | 10.32% |
3 Year | 8.54% | 9.8% |
5 Year | 8.78% | - |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.251% | 8.876% |
Sharp | 0.317% | 0.244% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Market Cap
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | -21.01 | 32.5 |
Large Cap | 64.36 | 49.05 |
Small Cap | 8.27 | 4.02 |
Mid Cap | 9.73 | 14.43 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | -21.01 | 4.07 |
Telecom - Services | 3.83 | - |
Realty | 1.43 | - |
Petroleum Products | 3.2 | - |
IT - Software | 9.6 | - |
Capital Markets | 0.92 | - |
Cement & Cement Products | 1.03 | - |
Construction | 2.69 | 2.73 |
Ferrous Metals | 0.85 | - |
Retailing | 4.71 | - |
Finance | 8.63 | - |
Diversified FMCG | 2.42 | - |
Banks | 14.55 | - |
Pharmaceuticals & Biotechnology | 4.45 | - |
Auto Components | 1.27 | - |
Industrial Manufacturing | 0.37 | - |
Electrical Equipment | 1.73 | - |
Automobiles | 4.93 | - |
Personal Products | 1.39 | - |
Transport Services | 0.78 | - |
Gas | 0.53 | - |
Beverages | 2.55 | - |
Diversified Metals | 1.19 | - |
Oil | 0.29 | - |
Entertainment | 0.1 | - |
Aerospace & Defense | 0.59 | - |
Consumer Durables | 0.64 | - |
Healthcare Services | 2.19 | - |
Food Products | 0.11 | - |
Power | 1.74 | - |
Chemicals & Petrochemicals | 0.37 | - |
Fertilizers & Agrochemicals | 0.47 | - |
Insurance | 1.42 | 2.52 |
Leisure Services | 0.37 | - |
Financial Technology (Fintech) | 1.02 | - |
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 |
Diversified | - | 1.22 |
Textiles | - | 0.37 |
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