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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 | ₹714 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 | 0.79% | 1.05% |
| 6 Month | 4.77% | 5.4% |
| 1 Year | 4.79% | 3.49% |
| 3 Year | 7.05% | 10.3% |
| 5 Year | 8.63% | 11.73% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.27% |
| 1 Year | 6.52% | 6.12% |
| 3 Year | 7.14% | 9.28% |
| 5 Year | 7% | 9.81% |
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 | 2.20% | 4.5% |
| Sharp | 0.10% | 0.97% |
| Beta | - | 0.05% |
| Alpha | - | 4.02% |
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 | 40.19 | 34.86 |
| Large Cap | 53.16 | 62.4 |
| Mid Cap | 6.21 | 2.74 |
| Small Cap | 0.45 | - |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.84 | 32.18 |
| Energy | 8.7 | 4.99 |
| Industrials | 6.75 | 3.39 |
| Healthcare | 1.45 | 2.67 |
| Financial Services | 22.61 | 24.88 |
| Technology | 1.78 | 7.35 |
| Basic Materials | 18.06 | 8.63 |
| Consumer Cyclical | 5.95 | 7.95 |
| Consumer Defensive | 1.08 | 1.31 |
| Communication Services | 1.76 | 2.97 |
| Real Estate | - | 1.28 |
| Utilities | - | 2.4 |
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