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) ₹1138 Cr ₹2865 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 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 2.14 1.89
Manager Puneet Pal Sachin Trivedi
ISIN Code INF663L01V72 INF789F1AYT7
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth UTI Balanced Advantage Fund - Regular (G)
1 Month -3.13% -2.45%
6 Month 5.29% 5.65%
1 Year 15.59% 16.29%
3 Year 8.33% -
5 Year - -

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth UTI Balanced Advantage Fund - Regular (G)
6 Month - -
1 Year 12.21% 13.59%
3 Year 12.24% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth UTI Balanced Advantage Fund - Regular (G)
1 Year 10.08% 20.41%
3 Year 9.97% -
5 Year - -

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 7.82% -
Sharp 0.48% -
Beta 1.02% -
Alpha -0.67% -

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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
Fund Manage 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 32.5 34.2
Large Cap 49.05 58.17
Mid Cap 14.43 5.13
Small Cap 4.02 2.5

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

UTI Balanced Advantage Fund - Regular (G)

Others 4.07 17.61
Sovereign 15.74 10.5
Energy 9.9 4.46
Materials 2.73 1.58
Technology 5.81 5.58
Construction 2.73 2.3
Financial 27.49 36.39
Healthcare 4.01 2.72
Chemicals 1.21 0.32
Capital Goods 6.34 1.81
Automobile 4.21 5.08
Insurance 2.52 1.06
Services 5.9 2.21
Consumer Staples 2.79 2.19
Consumer Discretionary 1.1 1.96
Communication 1.86 2.52
Diversified 1.22 -
Textiles 0.37 -
Metals & Mining - 1.71

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