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

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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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 Very High Very High
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 3.07% 4.73%
6 Month -5.67% -6.8%
1 Year 4.19% 6.28%
3 Year 9.16% 8.36%
5 Year 12.8% -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month -1.1% -0.76%
1 Year -1.21% -1.54%
3 Year 10.69% 8.69%
5 Year 10.14% -

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 13.11% 10.32%
3 Year 10.01% 9.8%
5 Year 6.18% -

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
Funds Managed 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 35.82 34.77
Large Cap 54.6 48.73
Mid Cap 4.68 10.99
Small Cap 4.9 5.51

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 34.87 33.82
Communication Services 3.81 3.41
Energy 5.19 5.63
Industrials 4.19 8.3
Technology 8.86 6.76
Basic Materials 4.99 3.5
Financial Services 23.69 19.03
Healthcare 3.62 5.6
Consumer Cyclical 5.96 7.01
Consumer Defensive 2.65 5.03
Real Estate 0.32 0.75
Utilities 1.85 1.15

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