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PGIM India Equity Savings Fund vs UTI Conservative Hybrid Fund compare
PGIM India Equity Savings Fund - Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹90 Cr | ₹650 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2025 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 69% | 387% |
| Expense Ratio | 1.32 | 1.64 |
| Manager | Puneet Pal | V Srivatsa |
| ISIN Code | INF223J01FB7 | INF789F1A744 |
| Exits Load | Data not available./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.13% | 3% |
| 6 Month | 2.45% | 1.51% |
| 1 Year | 7.2% | 8.24% |
| 3 Year | 6.5% | 10.42% |
| 5 Year | 9.93% | 13.1% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.09% | 0.79% |
| 1 Year | 4.27% | 2.75% |
| 3 Year | 6.78% | 9.87% |
| 5 Year | 7.16% | 10.38% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.48% | 10.67% |
| 3 Year | 7.33% | 10.51% |
| 5 Year | 7.5% | 10.63% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.237% | 4.5% |
| Sharp | -0.182% | 0.58% |
| Beta | - | 0.93% |
| Alpha | - | 1.5% |
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Fund Managers
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Puneet Pal | V Srivatsa |
| Total AUM | ₹20950 Cr | ₹7921 Cr |
| Funds Managed | 19 | 3 |
| PGIM India Equity Savings Fund - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.03 | 33.21 |
| Large Cap | 62.75 | 62.93 |
| Mid Cap | 5.75 | 3.86 |
| Small Cap | 0.46 | - |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.87 | 32.7 |
| Energy | 9.37 | 3.63 |
| Industrials | 7.21 | 2.32 |
| Healthcare | 1.32 | 2.31 |
| Financial Services | 23.4 | 24.76 |
| Technology | 2.58 | 7.79 |
| Basic Materials | 16.21 | 8.43 |
| Consumer Cyclical | 6.08 | 9.63 |
| Communication Services | 1.81 | 3.53 |
| Consumer Defensive | 1.15 | 2.03 |
| Utilities | - | 2.34 |
| Real Estate | - | 0.53 |
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