- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹69 Cr | ₹794 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 | 0.41% | 0.88% |
| 6 Month | 2.66% | 4.02% |
| 1 Year | 5.48% | 7.1% |
| 3 Year | 7.14% | 10.7% |
| 5 Year | 7.71% | 10.77% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 2.9% |
| 1 Year | 6.65% | 10.2% |
| 3 Year | 6.92% | 9.75% |
| 5 Year | 6.77% | 10.03% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.27% | 8.46% |
| 3 Year | 7.3% | 10.61% |
| 5 Year | 7.59% | 11.14% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.15% | 4.13% |
| Sharp | 0.20% | 0.87% |
| Beta | - | 0.99% |
| Alpha | - | 0.77% |
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 | 34.06 | 34.32 |
| Large Cap | 58.85 | 62.71 |
| Mid Cap | 6.64 | 2.97 |
| Small Cap | 0.45 | - |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.3 | 27.6 |
| Energy | 9.88 | 4.91 |
| Industrials | 7.65 | 4.77 |
| Healthcare | 1.45 | 2.11 |
| Financial Services | 22.48 | 25.26 |
| Technology | 2.04 | 6.04 |
| Basic Materials | 20 | 9.7 |
| Consumer Cyclical | 7.09 | 8.69 |
| Consumer Defensive | 1.1 | 2 |
| Communication Services | 2.01 | 2.75 |
| Real Estate | - | 3.67 |
| Utilities | - | 2.5 |
Top Comparisons
DSP Focused Fund - Regular Plan - Growth
3Y Returns18.59%
Quant Focused Fund-Growth
3Y Returns13.14%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.96%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.24%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns18.06%
Quant Focused Fund-Growth
3Y Returns13.14%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.16%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.15%
