PGIM India Retirement Fund vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
PGIM India Retirement Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
Fund | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Very High |
Asset Size (Cr) | ₹11 Cr | ₹84 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Jun 2024 | 09 Apr 2024 |
Category | Index | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL IBX Gilt Index - June 2027 | BSE 500 |
Turn Over | % | % |
Expense Ratio | 0.5 | 2.31 |
Manager | Vinay Paharia | |
ISIN Code | INF209KC1050 | INF663L01Y46 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
1 Month | 0.41% | 4.6% |
6 Month | 4.87% | 4.51% |
1 Year | 8.78% | 11.02% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
6 Month | 2.37% | 12% |
1 Year | 9.04% | 17.32% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
1 Year | - | 12.69% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
Name | Vinay Paharia | |
Total AUM | ₹0 Cr | |
Funds Managed | 10 | |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
Market Cap
Scheme Name |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
---|---|---|
Others | 100 | 4.21 |
Large Cap | - | 42.58 |
Small Cap | - | 26.47 |
Mid Cap | - | 26.75 |
Sector Allocation
Scheme Name |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
---|---|---|
Others | 100 | 4.21 |
Energy | - | 3.86 |
Consumer Defensive | - | 5.38 |
Communication Services | - | 4.7 |
Industrials | - | 16.17 |
Consumer Cyclical | - | 10.65 |
Healthcare | - | 11.56 |
Financial Services | - | 20.86 |
Basic Materials | - | 11.04 |
Technology | - | 9.48 |
Utilities | - | 1.59 |
Real Estate | - | 0.5 |
Top Comparisons
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns18.23%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.42%
ITI Flexi Cap Fund Regular - Growth
3Y Returns0%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns24.1%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.47%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.05%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.33%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.94%