PGIM India Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare
PGIM India Aggressive Hybrid Equity Fund - Growth Option
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | PGIM India Aggressive Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹214 Cr | ₹6254 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 Aggressive Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 2.67% | 2.31% |
6 Month | 2.72% | 2.3% |
1 Year | 6.45% | 6.91% |
3 Year | 16.26% | 20.26% |
5 Year | 15.58% | 21.72% |
SIP Return Analysis
Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 7.24% | 7.07% |
1 Year | 12.37% | 9.65% |
3 Year | 14.45% | 18.22% |
5 Year | 12.67% | 18.01% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Aggressive 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 Aggressive Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.46% | 9.01% |
Sharp | 0.73% | 1.15% |
Beta | 0.90% | 1.05% |
Alpha | -0.06% | 3.88% |
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Fund Managers
Scheme Name | PGIM India Aggressive 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 Aggressive Hybrid Equity Fund - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.6 | 33.26 |
Large Cap | 48.87 | 42.54 |
Mid Cap | 10.9 | 13.26 |
Small Cap | 7.64 | 10.94 |
Sector Allocation
Scheme Name |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 31.84 | 31.55 |
Energy | 5.23 | 5.45 |
Technology | 8.34 | 6.34 |
Industrials | 7.2 | 5.04 |
Consumer Cyclical | 7.44 | 7.34 |
Healthcare | 5.82 | 4.26 |
Financial Services | 21.66 | 22.79 |
Basic Materials | 3.21 | 5.36 |
Consumer Defensive | 4.97 | 4.57 |
Communication Services | 4.29 | 4.93 |
Real Estate | - | 0.78 |
Utilities | - | 1.59 |
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