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 | ₹91 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 | 0.17% | 0.08% |
6 Month | 4.32% | 15.83% |
1 Year | 7.84% | 6.72% |
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 | 1.72% | 4.32% |
1 Year | 8.05% | 8.92% |
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 | 8.76% | 10.52% |
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 | 5.53 |
Large Cap | - | 37.53 |
Small Cap | - | 28.29 |
Mid Cap | - | 28.65 |
Sector Allocation
Scheme Name |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
---|---|---|
Others | 100 | 2.97 |
Energy | - | 4.25 |
Consumer Defensive | - | 6.75 |
Communication Services | - | 4.95 |
Industrials | - | 15.91 |
Consumer Cyclical | - | 10.97 |
Healthcare | - | 13.14 |
Financial Services | - | 22.23 |
Basic Materials | - | 10.76 |
Technology | - | 5.51 |
Utilities | - | 1.26 |
Real Estate | - | 1.29 |
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