UTI vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Fund | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹978 Cr | ₹2921 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 04 Feb 2021 | 10 Aug 2023 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | % | % |
Expense Ratio | 2.18 | 1.96 |
Manager | Puneet Pal | Sachin Trivedi |
ISIN Code | INF663L01V72 | INF789F1AYT7 |
Exits Load | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | 4.66% | 4.09% |
6 Month | -6.38% | -2.75% |
1 Year | 6.28% | 9.23% |
3 Year | 7.82% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | -1.75% | 0.25% |
1 Year | -2.51% | 3.02% |
3 Year | 8.55% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Year | 10.32% | 18.51% |
3 Year | 9.8% | - |
5 Year | - | - |
Risk Management
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Standard Deviation | 8.876% | - |
Sharp | 0.244% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Name | Puneet Pal | Sachin Trivedi |
Total AUM | ₹20950 Cr | ₹7301 Cr |
Funds Managed | 19 | 3 |
PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 34.77 | 33.97 |
Large Cap | 48.73 | 57.94 |
Mid Cap | 10.99 | 5.03 |
Small Cap | 5.51 | 3.06 |
Sector Allocation
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 33.82 | 33.97 |
Energy | 5.63 | 3.89 |
Industrials | 8.3 | 3.95 |
Technology | 6.76 | 7.9 |
Healthcare | 5.6 | 2.41 |
Financial Services | 19.03 | 23.86 |
Basic Materials | 3.5 | 4.18 |
Consumer Cyclical | 7.01 | 7.55 |
Consumer Defensive | 5.03 | 5.41 |
Communication Services | 3.41 | 4.72 |
Utilities | 1.15 | 1.98 |
Real Estate | 0.75 | 0.2 |
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