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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) | ₹12 Cr | ₹97 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Jun 2024 | 09 Apr 2024 |
| Category | Low Duration | 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 | 0.42% | - |
| 6 Month | 2.6% | -2.29% |
| 1 Year | 7.57% | 2.14% |
| 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 | 1.33% | -0.84% |
| 1 Year | 6.24% | 6.26% |
| 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 | 7.84% | 6.1% |
| 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 | - | - |
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 | 100.01 | 3.75 |
| Large Cap | - | 42.35 |
| Small Cap | - | 27.15 |
| 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 | 100.01 | 3.75 |
| Petroleum Products | - | 4.49 |
| Food Products | - | 2.9 |
| IT - Services | - | 1.92 |
| Construction | - | 0.9 |
| Retailing | - | 4.52 |
| Healthcare Services | - | 4.04 |
| Banks | - | 10.61 |
| Pharmaceuticals & Biotechnology | - | 8.36 |
| Chemicals & Petrochemicals | - | 5.19 |
| Electrical Equipment | - | 1.39 |
| Auto Components | - | 4.47 |
| IT - Software | - | 3.64 |
| Aerospace & Defense | - | 1.6 |
| Consumer Durables | - | 6.36 |
| Other Consumer Services | - | 0.81 |
| Commercial Services & Supplies | - | 1.46 |
| Transport Services | - | 2.98 |
| Industrial Products | - | 2.47 |
| Insurance | - | 2.14 |
| Capital Markets | - | 4.65 |
| Financial Technology (Fintech) | - | 1.02 |
| Fertilizers & Agrochemicals | - | 2.46 |
| Beverages | - | 2.18 |
| Finance | - | 2.76 |
| Household Products | - | 0.89 |
| Personal Products | - | 0.84 |
| Telecom - Services | - | 3.72 |
| Cement & Cement Products | - | 2.1 |
| Automobiles | - | 0.97 |
| Power | - | 1.17 |
| Realty | - | 1.25 |
| Leisure Services | - | 0.46 |
| Transport Infrastructure | - | 0.89 |
| Textiles & Apparels | - | 0.64 |
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