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ITI Balanced Advantage Fund Regular vs PGIM India Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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 | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹378 Cr | ₹978 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 | 2.18 |
| 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 | -0.63% | -1.2% |
| 6 Month | -3.19% | -5.84% |
| 1 Year | 3.03% | 5.01% |
| 3 Year | 7.95% | 7.73% |
| 5 Year | 5.84% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.23% | -3.59% |
| 3 Year | 10.13% | 7.52% |
| 5 Year | 10% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.49% | 10.32% |
| 3 Year | 10.1% | 9.8% |
| 5 Year | 6.27% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.494% | 8.876% |
| Sharp | 0.221% | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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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 |
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