UTI vs PGIM India Balanced Advantage Fund compare

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PGIM India Balanced Advantage Fund - Regular Growth

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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)	₹995 Cr	₹3036 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

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	-2.12%	-2.12%
6 Month	5.91%	4.44%
1 Year	2.35%	4.3%
3 Year	10.13%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	4.08%	2.67%
1 Year	7.78%	7.17%
3 Year	10.73%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	UTI Balanced Advantage Fund - Regular (G)
1 Year	8.78%	10.61%
3 Year	9.82%	-
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	8.98%	-
Sharp	0.76%	-
Beta	-	-
Alpha	-	-

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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)

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	UTI Balanced Advantage Fund - Regular (G)
Others	30.38	35.9
Large Cap	51.37	55.97
Mid Cap	13.93	4.79
Small Cap	4.33	3.34

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	UTI Balanced Advantage Fund - Regular (G)
Others	27.14	32.46
Energy	6.77	4.82
Industrials	9.05	4.08
Technology	7.16	7.39
Healthcare	5.45	2.56
Financial Services	22.7	25.82
Basic Materials	4.57	3.59
Consumer Cyclical	7.58	7.09
Consumer Defensive	5.01	5.32
Communication Services	3.32	5
Utilities	1.26	1.88