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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 | ₹96 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 | 0.51% | -1.65% |
| 6 Month | 2.64% | 0.08% |
| 1 Year | 7.55% | -0.33% |
| 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 | 1.39% | -0.92% |
| 1 Year | 6.75% | 7.19% |
| 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 | 8.38% | 8.74% |
| 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 | 12.97 |
| Large Cap | - | 33.7 |
| Small Cap | - | 27.06 |
| Mid Cap | - | 26.27 |
Sector Allocation
| Scheme Name |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 100 | 4.45 |
| Energy | - | 4.29 |
| Consumer Defensive | - | 6 |
| Communication Services | - | 4.81 |
| Industrials | - | 14.94 |
| Consumer Cyclical | - | 12.32 |
| Healthcare | - | 13.67 |
| Financial Services | - | 20.99 |
| Basic Materials | - | 10.05 |
| Technology | - | 5.98 |
| Utilities | - | 1.2 |
| Real Estate | - | 1.3 |
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