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PGIM India Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon PGIM India Hybrid Equity Fund - Growth Option

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 3.16% 3.17%
6 Month 5.25% 3.08%
1 Year 11.09% 12.06%
3 Year 14.6% 18.91%
5 Year 17.26% 23.91%

SIP Return Analysis

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 5.15% 4.82%
1 Year 9.78% 6.89%
3 Year 14.28% 18.06%
5 Year 12.59% 18.02%

Rolling Lumpsum Returns

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.92% 13.82%
3 Year 10.08% 12.4%
5 Year 10.2% 11.66%

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% 1.01%
Beta 0.94% 1.05%
Alpha -0.447% 4.08%

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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 30.52
Large Cap 47.3 45.41
Mid Cap 11.27 13.58
Small Cap 8.48 10.35

Sector Allocation

Scheme Name

PGIM India Hybrid Equity Fund - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 32.95 30.52
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 - 3.98
Petroleum Products - 2.45
IT - Software - 6.17
Cement & Cement Products - 0.63
Transport Services - 2.79
Construction - 1.87
Textiles & Apparels - 1.44
Pharmaceuticals & Biotechnology - 4.26
Banks - 17.2
Insurance - 1.8
Automobiles - 4.51
Diversified FMCG - 3.01
Fertilizers & Agrochemicals - 1.08
Diversified Metals - 2.29
Realty - 1.31
Oil - 1.57
Ferrous Metals - 0.53
Personal Products - 1.13
Capital Markets - 1.23
Consumer Durables - 0.7
Other Consumer Services - 0.67
Industrial Products - 0.3
Auto Components - 0.62
Chemicals & Petrochemicals - 0.53
Minerals & Mining - 0.78
Finance - 2.87
Entertainment - 0.44
Power - 1.68
Paper, Forest & Jute Products - 0.68
Retailing - 0.23
Leisure Services - 0.59

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