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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) | ₹965 Cr | ₹3000 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 | 1.31% | 1.65% |
| 6 Month | 11.48% | 9.12% |
| 1 Year | 1.45% | 4.23% |
| 3 Year | 8.94% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.75% | 2.45% |
| 1 Year | 9.82% | 9.15% |
| 3 Year | 10.28% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| 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 | - | - |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 8.38% | - |
| Sharp | 0.28% | - |
| Beta | - | - |
| Alpha | - | - |
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 | 30.18 | 35.25 |
| Large Cap | 50.59 | 55.52 |
| Mid Cap | 15.29 | 5.06 |
| Small Cap | 3.94 | 4.17 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 28.48 | 31.78 |
| Energy | 6.23 | 4.59 |
| Industrials | 10.21 | 4.49 |
| Technology | 6.92 | 7.08 |
| Consumer Cyclical | 7.82 | 7.37 |
| Healthcare | 5.57 | 3.5 |
| Financial Services | 21.97 | 25.52 |
| Basic Materials | 3.2 | 4.19 |
| Consumer Defensive | 5.32 | 5.39 |
| Communication Services | 2.51 | 4.48 |
| Utilities | 1.23 | 1.6 |
| Real Estate | 0.55 | - |
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