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

PGIM India Balanced Advantage Fund - Regular Growth

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

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)	₹1138 Cr	₹3969 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	24 Feb 2021	04 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	2.14	1.88
Manager	Puneet Pal	Miten Vora
ISIN Code	INF663L01V72	INF955L01HC4
Exits Load	Exit load of 0.5%, if redeemed within 90 days./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.42%	1.5%
6 Month	13.17%	12.26%
1 Year	19.75%	27.11%
3 Year	10.57%	14.58%
5 Year	-	17.45%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	7.64%	10.7%
3 Year	18.36%	10.7%
5 Year	20.59%	10.7%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	9.08%	16.71%
3 Year	23.3%	39.46%
5 Year	24.29%	54.94%

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	7.82%	8.78%
Sharp	0.48%	0.89%
Beta	1.02%	1.12%
Alpha	-0.67%	2.8%

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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
Fund Manage	19	6
	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	32.5	11.57
Large Cap	49.05	48.87
Mid Cap	14.43	12.12
Small Cap	4.02	6.47

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	4.07	8.39
Sovereign	15.74	-
Energy	9.9	-
Materials	2.73	-
Technology	5.81	-
Construction	2.73	5.05
Financial	27.49	-
Healthcare	4.01	-
Chemicals	1.21	-
Capital Goods	6.34	-
Automobile	4.21	-
Insurance	2.52	-
Services	5.9	-
Consumer Staples	2.79	-
Consumer Discretionary	1.1	-
Communication	1.86	-
Diversified	1.22	-
Textiles	0.37	-
Petroleum Products	-	5.61
IT - Software	-	4.09
Industrial Manufacturing	-	1.21
Banks	-	18.22
Pharmaceuticals & Biotechnology	-	3.69
Non - Ferrous Metals	-	0.03
Electrical Equipment	-	1.87
Realty	-	1.28
Transport Services	-	1.18
Capital Markets	-	1.56
Finance	-	1.92
Telecom - Services	-	3.28
Automobiles	-	2
Consumer Durables	-	2.27
Retailing	-	2.82
Power	-	4.49
Ferrous Metals	-	1.83
Food Products	-	0.9
Aerospace & Defense	-	2.12
Oil	-	0.91
Industrial Products	-	1.92
Auto Components	-	0.34
Financial Technology (Fintech)	-	0.53
Leisure Services	-	0.15
Healthcare Services	-	0.69
Beverages	-	0.68