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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) | ₹72 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 | 0.36% | 0.18% |
| 6 Month | 3.72% | 4.4% |
| 1 Year | 5.93% | 5.71% |
| 3 Year | 7.52% | 11.85% |
| 5 Year | 9.07% | 12.36% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.27% | 2.74% |
| 1 Year | 6.74% | 7.03% |
| 3 Year | 7.43% | 10.38% |
| 5 Year | 7.3% | 10.57% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.4% | 10.08% |
| 3 Year | 7.31% | 10.5% |
| 5 Year | 7.53% | 10.87% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.18% | 4.43% |
| Sharp | 0.46% | 1.22% |
| 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 | 29.96 | 33.55 |
| Large Cap | 63.31 | 63.37 |
| Mid Cap | 6.31 | 3.08 |
| Small Cap | 0.43 | - |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.96 | 32.99 |
| Energy | 9.46 | 5.69 |
| Industrials | 7.18 | 2.59 |
| Healthcare | 1.39 | 2.3 |
| Financial Services | 23.07 | 24.54 |
| Technology | 2.03 | 6.5 |
| Basic Materials | 18.02 | 8.45 |
| Consumer Cyclical | 6.09 | 9.24 |
| Consumer Defensive | 1.07 | 1.81 |
| Communication Services | 1.74 | 3.48 |
| Real Estate | - | 0 |
| Utilities | - | 2.4 |
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