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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 | 2.79% | 2.68% |
| 6 Month | -1.4% | 1.06% |
| 1 Year | 8.7% | 11.48% |
| 3 Year | 8.83% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.49% | 2.46% |
| 1 Year | 1.29% | 5.76% |
| 3 Year | 9.49% | - |
| 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 |
Top Comparisons
PGIM India Hybrid Equity Fund - Growth Option
3Y Returns10.94%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.43%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns2.63%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns19.31%
Quant Large and Mid Cap Fund-Growth
3Y Returns16.37%
ITI ELSS Tax Saver Fund Regular - Growth
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DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns18.63%
