ITI Balanced Advantage Fund Regular vs PGIM India Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

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 Moderately High Very High
Asset Size (Cr) ₹382 Cr ₹1057 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2019 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 % %
Expense Ratio 2.37 2.16
Manager Vikrant Mehta Puneet Pal
ISIN Code INF00XX01655 INF663L01V72
Exits Load ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 ITI Balanced Advantage Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Month 1.34% 0.55%
6 Month 4.57% 2.38%
1 Year 13.57% 11.08%
3 Year 8.73% 8.95%
5 Year - -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 8.89% 7.63%
3 Year 13.7% 11.32%
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 13.31% 10.08%
3 Year 10.37% 9.97%
5 Year - -

Risk Management

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%

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 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

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 15.23 32.5
Large Cap 58.44 49.05
Small Cap 3.87 4.02
Mid Cap 3.53 14.43

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 15.23 4.07
Telecom - Services 3.76 -
Petroleum Products 4.6 -
Electrical Equipment 2.78 -
IT - Software 7.25 -
Construction 1.38 2.73
Non - Ferrous Metals 0.83 -
Banks 14.36 -
Pharmaceuticals & Biotechnology 2.75 -
Ferrous Metals 0.81 -
Automobiles 2.06 -
Insurance 4.66 2.52
Diversified FMCG 2.36 -
Agricultural Food & other Products 0.46 -
Realty 0.35 -
Consumer Durables 1.86 -
Industrial Products 3.33 -
Finance 0.97 -
Financial Technology (Fintech) 1.35 -
Metals & Minerals Trading 1 -
Healthcare Services 0.53 -
Cement & Cement Products 0.99 -
Power 4.45 -
Retailing 1.86 -
Capital Markets 1.09 -
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

Top Comparisons

ICICI Prudential MNC Fund - Growth Option ICICI Prudential MNC Fund - Growth Option

3Y Returns14.26%

VS

HDFC MNC Fund - Regular (G) HDFC MNC Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns23.92%

VS

LIC MF Children's Gift Fund-Growth LIC MF Children's Gift Fund-Growth

3Y Returns13.37%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns10.03%

VS

DSP Regular Savings Fund- Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth

3Y Returns8.86%

Compare Now

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns4.92%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns5.76%

Compare Now
Request call back
Add to Cart Successfully