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PGIM India Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -0.23% -0.91%
6 Month 0.36% -1.3%
1 Year 5.61% 5.38%
3 Year 6.32% 10.22%
5 Year 8.19% 11.94%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month -0.21% -1.04%
1 Year 2.56% 0.75%
3 Year 6.27% 9.43%
5 Year 7% 10.27%

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% 0.71%
Beta - 0.94%
Alpha - 1.61%

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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
Fund Manage 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 31.03452 33.21166
Large Cap 62.75257 62.93043
Mid Cap 5.74891 3.85789
Small Cap 0.46396 -

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 30.87215 32.70011
Energy 9.36542 3.62941
Industrials 7.21155 2.32005
Healthcare 1.31527 2.31095
Financial Services 23.39833 24.76181
Technology 2.57779 7.78747
Basic Materials 16.21378 8.42772
Consumer Cyclical 6.07838 9.63045
Communication Services 1.81482 3.52983
Consumer Defensive 1.15247 2.02877
Utilities - 2.34363
Real Estate - 0.52978

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