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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
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 | 2.95% | 4.73% |
| 6 Month | -5.42% | -6.8% |
| 1 Year | 4.19% | 6.28% |
| 3 Year | 9.01% | 8.36% |
| 5 Year | 12.88% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.92% | -1.75% |
| 1 Year | -2.28% | -2.51% |
| 3 Year | 10.54% | 8.55% |
| 5 Year | 10% | - |
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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