UTI vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Invest NowUTI Balanced Advantage Fund - Regular (G)
Invest NowChart Comparison
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 |
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 | - | - |
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 | - | - |
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 | - | - |
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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Get Free Experts GuidanceScheme 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) |
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 |
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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