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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 -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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