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PGIM India Retirement Fund vs UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH compare
PGIM India Retirement Fund - Regular (G)
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | PGIM India Retirement Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹73 Cr | ₹2 Cr | ₹2 Cr |
| Min Investment | ₹5000 | ₹10000 | ₹10000 |
| Min SIP Invesment | ₹1000 | ₹0 | ₹0 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 09 Apr 2024 | 07 Aug 2008 | 07 Aug 2008 |
| Category | Retirement Funds | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended |
| Benchmark | BSE 500 | CRISIL Liquid TRI | CRISIL Liquid TRI |
| Turn Over | % | % | % |
| Expense Ratio | 2.31 | 0.14 | 0.14 |
| Manager | Vinay Paharia | ||
| ISIN Code | INF663L01Y46 | INF789F01GW9 | INF789F01GW9 |
| Exits Load | Data not available./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | 4.1% | 0.43% | 0.43% |
| 6 Month | -1.13% | 2.93% | 2.93% |
| 1 Year | 10.75% | 6.3% | 6.3% |
| 3 Year | - | 6.03% | 6.03% |
| 5 Year | - | 4.73% | 4.73% |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | 2.29% | 0.92% | 0.92% |
| 1 Year | 1.7% | 4.91% | 4.91% |
| 3 Year | - | 5.95% | 5.95% |
| 5 Year | - | 5.46% | 5.46% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | - | 6.87% | 6.87% |
| 3 Year | - | 7.29% | 7.29% |
| 5 Year | - | 7.6% | 7.6% |
Risk Management
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Standard Deviation | - | 0.32% | 0.32% |
| Sharp | - | -5.131% | -5.131% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | Vinay Paharia | ||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Funds Managed | 10 | 95 | 95 |
| PGIM India Retirement Fund - Regular (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 4.21 | 100 | 100 |
| Large Cap | 42.58 | - | - |
| Small Cap | 26.47 | - | - |
| Mid Cap | 26.75 | - | - |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 4.21 | 100 | 100 |
| 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 | - | - |
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