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PGIM India Equity Savings Fund - Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹73 Cr | ₹707 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2025 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 69% | 387% |
| Expense Ratio | 1.32 | 1.64 |
| Manager | Puneet Pal | V Srivatsa |
| ISIN Code | INF223J01FB7 | INF789F1A744 |
| Exits Load | Data not available./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.05% | -0.89% |
| 6 Month | 3.8% | 3.33% |
| 1 Year | 5.63% | 4.04% |
| 3 Year | 7.3% | 10.91% |
| 5 Year | 8.98% | 11.94% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.92% | 1.61% |
| 1 Year | 6.4% | 5.43% |
| 3 Year | 7.39% | 9.92% |
| 5 Year | 7.31% | 10.34% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.35% | 9.59% |
| 3 Year | 7.32% | 10.61% |
| 5 Year | 7.55% | 11.01% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.18% | 4.5% |
| Sharp | 0.46% | 1.44% |
| Beta | - | 0.94% |
| Alpha | - | 0.98% |
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Fund Managers
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Puneet Pal | V Srivatsa |
| Total AUM | ₹20950 Cr | ₹7921 Cr |
| Funds Managed | 19 | 3 |
| PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 38.17 | 35.27 |
| Large Cap | 55.1 | 61.69 |
| Mid Cap | 6.31 | 3.04 |
| Small Cap | 0.42 | - |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.31 | 33.75 |
| Energy | 9.81 | 5.35 |
| Industrials | 7.15 | 2.84 |
| Healthcare | 1.41 | 2.11 |
| Financial Services | 23.28 | 25.04 |
| Technology | 1.95 | 7.2 |
| Basic Materials | 17.97 | 8.7 |
| Consumer Cyclical | 6.24 | 7.83 |
| Consumer Defensive | 1.02 | 1.27 |
| Communication Services | 1.85 | 3.52 |
| Utilities | - | 2.4 |
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