PGIM India Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare
PGIM India Hybrid Equity Fund - Growth Option
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | PGIM India Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | PGIM India Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹209 Cr | ₹5956 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Feb 2004 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 62% | 27% |
Expense Ratio | 2.33 | 1.89 |
Manager | Puneet Pal | V Srivatsa |
ISIN Code | INF663L01HC4 | INF789F01323 |
Exits Load | PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Aggressive Hybrid Fund - 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 Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -0.17% | 1.32% |
6 Month | -1.32% | -1.34% |
1 Year | 6.74% | 7.92% |
3 Year | 15.21% | 19.85% |
5 Year | 15.89% | 22.21% |
SIP Return Analysis
Scheme Name | PGIM India Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 4.16% | 5.24% |
1 Year | 5.89% | 5.62% |
3 Year | 12.33% | 16.75% |
5 Year | 11.46% | 17.17% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.67% | 13.56% |
3 Year | 10.13% | 12.62% |
5 Year | 10.27% | 11.76% |
Risk Management
Scheme Name | PGIM India Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.745% | 9.01% |
Sharp | 0.358% | 1.15% |
Beta | 0.94% | 1.05% |
Alpha | -0.447% | 3.88% |
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Fund Managers
Scheme Name | PGIM India Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Puneet Pal | V Srivatsa |
Total AUM | ₹20950 Cr | ₹7921 Cr |
Funds Managed | 19 | 3 |
PGIM India Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
PGIM India Hybrid Equity Fund - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.95 | 31.3 |
Large Cap | 47.3 | 44.79 |
Mid Cap | 11.27 | 13.35 |
Small Cap | 8.48 | 10.46 |
Sector Allocation
Scheme Name |
PGIM India Hybrid Equity Fund - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.95 | 31.3 |
Energy | 4.82 | - |
Technology | 11.68 | - |
Industrials | 8.46 | - |
Healthcare | 5.97 | - |
Financial Services | 20.2 | - |
Consumer Cyclical | 4.28 | - |
Basic Materials | 4.46 | - |
Consumer Defensive | 3.29 | - |
Communication Services | 3.88 | - |
Telecom - Services | - | 4.27 |
Petroleum Products | - | 2.98 |
IT - Software | - | 6.07 |
Cement & Cement Products | - | 0.33 |
Transport Services | - | 2.69 |
Construction | - | 1.77 |
Chemicals & Petrochemicals | - | 0.72 |
Textiles & Apparels | - | 1.53 |
Pharmaceuticals & Biotechnology | - | 3.99 |
Banks | - | 17.16 |
Insurance | - | 1.91 |
Automobiles | - | 3.93 |
Diversified FMCG | - | 3.02 |
Fertilizers & Agrochemicals | - | 0.81 |
Diversified Metals | - | 1.93 |
Realty | - | 1.28 |
Oil | - | 2.28 |
Personal Products | - | 1.25 |
Capital Markets | - | 1.35 |
Consumer Durables | - | 0.65 |
Other Consumer Services | - | 0.65 |
Industrial Products | - | 0.28 |
Auto Components | - | 0.66 |
Minerals & Mining | - | 0.71 |
Finance | - | 2.7 |
Entertainment | - | 0.44 |
Power | - | 1.72 |
Paper, Forest & Jute Products | - | 0.66 |
Retailing | - | 0.24 |
Leisure Services | - | 0.62 |
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