ITI Balanced Advantage Fund Regular vs PGIM India Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowPGIM India Balanced Advantage Fund - Regular Growth
Invest NowChart Comparison
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹369 Cr | ₹1138 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2019 | 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 | % | % |
Expense Ratio | 2.36 | 2.14 |
Manager | Vikrant Mehta | Puneet Pal |
ISIN Code | INF00XX01655 | INF663L01V72 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 0.64% | 1.42% |
6 Month | 7.83% | 13.17% |
1 Year | 25.95% | 19.75% |
3 Year | 12.18% | 10.57% |
5 Year | - | - |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 7.64% |
3 Year | 19.99% | 18.36% |
5 Year | 29.14% | 20.59% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 11.04% | 9.08% |
3 Year | 26.26% | 23.3% |
5 Year | 33.52% | 24.29% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.14% | 7.82% |
Sharp | 0.66% | 0.48% |
Beta | 0.76% | 1.02% |
Alpha | 1.36% | -0.67% |
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Get Free Experts GuidanceScheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Vikrant Mehta | Puneet Pal |
Total AUM | ₹698 Cr | ₹20950 Cr |
Fund Manage | 8 | 19 |
ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 37.92 | 32.5 |
Large Cap | 53.68 | 49.05 |
Mid Cap | 3.99 | 14.43 |
Small Cap | 4.42 | 4.02 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 17.11 | 4.07 |
Financial | 32.89 | 27.49 |
Communication | 6.98 | 1.86 |
Capital Goods | 1.93 | 6.34 |
Services | 8.43 | 5.9 |
Consumer Staples | 0.53 | 2.79 |
Construction | 1.48 | 2.73 |
Automobile | 0 | 4.21 |
Energy | 8.06 | 9.9 |
Consumer Discretionary | 3.02 | 1.1 |
Metals & Mining | 1.15 | - |
Technology | 4.34 | 5.81 |
Sovereign | 4.24 | 15.74 |
Healthcare | 6.01 | 4.01 |
Materials | 0.51 | 2.73 |
Insurance | 3.33 | 2.52 |
Chemicals | - | 1.21 |
Diversified | - | 1.22 |
Textiles | - | 0.37 |
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