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PGIM India Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹399 Cr | ₹949 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 04 Feb 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | % | % |
| Expense Ratio | 2.37 | 2.18 |
| Manager | Vikrant Mehta | Puneet Pal |
| ISIN Code | INF00XX01655 | INF663L01V72 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.29% | -1.34% |
| 6 Month | 0.79% | -0.7% |
| 1 Year | 3.65% | 5.51% |
| 3 Year | 11.31% | 10.1% |
| 5 Year | 10.36% | - |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.92% | 0.96% |
| 1 Year | 8.57% | 7.82% |
| 3 Year | 9.68% | 8.74% |
| 5 Year | 9.68% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.81% | 8.5% |
| 3 Year | 10.58% | 9.78% |
| 5 Year | 10.98% | - |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.19% | 8.25% |
| Sharp | 0.59% | 0.39% |
| Beta | 0.96% | 1.14% |
| Alpha | -0.20% | -1.99% |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Vikrant Mehta | Puneet Pal |
| Total AUM | ₹698 Cr | ₹20950 Cr |
| Funds Managed | 8 | 19 |
| ITI Balanced Advantage Fund Regular - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.95 | 34.78 |
| Large Cap | 44.97 | 46.64 |
| Small Cap | 9.37 | 4.18 |
| Mid Cap | 9.71 | 14.4 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 28.41 | 32.56 |
| Energy | 6.52 | 6.38 |
| Technology | 10.06 | 6.01 |
| Consumer Cyclical | 7.96 | 8.11 |
| Industrials | 3.4 | 8.99 |
| Financial Services | 24.87 | 21.04 |
| Healthcare | 5.55 | 5.36 |
| Consumer Defensive | 0.51 | 4.56 |
| Utilities | 1.33 | 1.17 |
| Basic Materials | 5.58 | 2.85 |
| Communication Services | 4.34 | 2.4 |
| Real Estate | 1.46 | 0.56 |
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