- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
PGIM India Retirement Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare
PGIM India Retirement Fund - Regular (G)
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Low | Average |
| Asset Size (Cr) | ₹92 Cr | ₹13 Cr | ₹ Cr |
| Min Investment | ₹5000 | ₹10000 | ₹200000 |
| Min SIP Invesment | ₹1000 | ₹200000 | ₹200000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹200000 |
| Launch Date | 09 Apr 2024 | 09 Oct 2007 | 10 Mar 2025 |
| Category | Retirement Funds | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Open Ended |
| Benchmark | BSE 500 | CRISIL Low Duration Debt | |
| Turn Over | % | % | % |
| Expense Ratio | 2.31 | 0.13 | |
| Manager | Vinay Paharia | ||
| ISIN Code | INF663L01Y46 | INF789F01FS9 | INF789F01FS9 |
| Exits Load | Data not available./365 | UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 | /365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | -0.41% | 0.44% | 0.44% |
| 6 Month | 9.24% | 3.12% | 3.12% |
| 1 Year | 3.63% | 6.87% | 6.87% |
| 3 Year | - | 6.26% | 6.26% |
| 5 Year | - | 5.19% | 5.19% |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | 1.75% | - | - |
| 1 Year | 13.34% | 1.31% | 1.31% |
| 3 Year | - | 4.45% | 4.45% |
| 5 Year | - | 4.79% | 4.79% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | 8.74% | 7.2% | 7.2% |
| 3 Year | - | 7.5% | 7.5% |
| 5 Year | - | 7.61% | 7.61% |
Risk Management
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Standard Deviation | - | 0.391% | 0.391% |
| Sharp | - | -1.552% | -1.552% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | Vinay Paharia | ||
| Total AUM | ₹0 Cr | ₹0 Cr | |
| Funds Managed | 10 | 95 | |
| PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 9.58 | 100 | 100 |
| Large Cap | 36.15 | - | - |
| Small Cap | 27.25 | - | - |
| Mid Cap | 27.02 | - | - |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 5.17 | 100 | 100 |
| Energy | 4.12 | - | - |
| Consumer Defensive | 6.07 | - | - |
| Communication Services | 4.7 | - | - |
| Industrials | 15.58 | - | - |
| Consumer Cyclical | 12.63 | - | - |
| Healthcare | 12.57 | - | - |
| Financial Services | 21.17 | - | - |
| Basic Materials | 10.37 | - | - |
| Technology | 5.2 | - | - |
| Utilities | 1.24 | - | - |
| Real Estate | 1.18 | - | - |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns11.08%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.95%
ICICI Prudential Multicap Fund - Growth
3Y Returns21.05%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.83%
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
3Y Returns19.76%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns18.04%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns22.06%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns14.79%
