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UTI vs PGIM India Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon UTI Balanced Advantage Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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