PGIM India Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart 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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| 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 |
| 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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