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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) | ₹953 Cr | ₹3191 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 | -0.96% | 0.07% |
| 6 Month | 1.44% | 3.35% |
| 1 Year | 3.62% | 6.62% |
| 3 Year | 9.8% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.11% | 2.59% |
| 1 Year | 9.71% | 11.48% |
| 3 Year | 9.21% | - |
| 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 | 8.25% | - |
| Sharp | 0.39% | - |
| Beta | 1.14% | - |
| Alpha | -1.99% | - |
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 | 34.78 | 33.04 |
| Large Cap | 46.64 | 59.29 |
| Mid Cap | 14.4 | 4.77 |
| Small Cap | 4.18 | 2.9 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 32.56 | 29.09 |
| Energy | 6.38 | 4.99 |
| Industrials | 8.99 | 4.67 |
| Technology | 6.01 | 8.18 |
| Consumer Cyclical | 8.11 | 9.54 |
| Healthcare | 5.36 | 2.89 |
| Financial Services | 21.04 | 26.58 |
| Basic Materials | 2.85 | 3.95 |
| Consumer Defensive | 4.56 | 4.09 |
| Communication Services | 2.4 | 4.95 |
| Utilities | 1.17 | 1.07 |
| Real Estate | 0.56 | - |
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