Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹978 Cr ₹4078 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Feb 2021 13 Nov 2018
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over % 173%
Expense Ratio 2.18 1.89
Manager Puneet Pal Miten Vora
ISIN Code INF663L01V72 INF955L01HC4
Exits Load PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 4.96% 5.45%
6 Month -2.6% -3%
1 Year 7.58% 7.49%
3 Year 8.08% 12.18%
5 Year - 17.14%

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 1.49% 0.82%
1 Year 1.29% 0.72%
3 Year 9.49% 12.97%
5 Year - 12.95%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 10.32% 15.87%
3 Year 9.8% 14.5%
5 Year - 15.77%

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 8.876% 10.009%
Sharp 0.244% 0.418%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Puneet Pal Miten Vora
Total AUM ₹20950 Cr ₹6478 Cr
Funds Managed 19 6
PGIM India Balanced Advantage Fund - Regular Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 34.77 31.15
Large Cap 48.73 42.99
Mid Cap 10.99 14.66
Small Cap 5.51 11.21

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 33.82 26.01
Energy 5.63 7.58
Industrials 8.3 12.94
Technology 6.76 7.73
Healthcare 5.6 6.54
Financial Services 19.03 22.52
Basic Materials 3.5 0.99
Consumer Cyclical 7.01 6.34
Consumer Defensive 5.03 2.53
Communication Services 3.41 3.73
Utilities 1.15 3.08
Real Estate 0.75 -

Top Comparisons

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns19.52%

VS

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns20.11%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns19.75%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns16.42%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns13.55%

VS

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns13.58%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns7.2%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns7.08%

Compare Now
Add to Cart Successfully