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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) | ₹938 Cr | ₹3067 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 | 2.04% | 2.24% |
| 6 Month | 4.79% | 4.53% |
| 1 Year | 5.21% | 7.3% |
| 3 Year | 10.13% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.32% | 0.4% |
| 1 Year | 5.55% | 6.08% |
| 3 Year | 8.28% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.5% | 10.2% |
| 3 Year | 9.78% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 8.28% | - |
| Sharp | 0.42% | - |
| Beta | 1.13% | - |
| Alpha | -2.22% | - |
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 | 35.71 | 34.81 |
| Large Cap | 45.74 | 57.6 |
| Mid Cap | 14.8 | 4.25 |
| Small Cap | 3.75 | 3.33 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 33.87 | 30.78 |
| Energy | 5.7 | 4.51 |
| Industrials | 9.24 | 4.73 |
| Technology | 5.51 | 7.32 |
| Consumer Cyclical | 8.46 | 9.3 |
| Healthcare | 5.49 | 3.23 |
| Financial Services | 20.18 | 24.58 |
| Basic Materials | 2.91 | 4.1 |
| Consumer Defensive | 4.73 | 5.02 |
| Communication Services | 2.21 | 5.09 |
| Utilities | 1.19 | 1.34 |
| Real Estate | 0.52 | - |
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