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 ₹613 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2004 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 1.65
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 0.27% 0.26%
6 Month 2.31% 1.22%
1 Year 7.34% 8.63%
3 Year 6.26% 10.08%
5 Year 7.42% 11.23%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.15% 4.66%
3 Year 6.98% 10.77%
5 Year 7.62% 11.27%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.47% 10.77%
3 Year 7.35% 10.67%
5 Year 7.53% 10.46%

Risk Management

Scheme Name PGIM India Equity Savings Fund - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 2.06% 4.5%
Sharp -0.01% 0.63%
Beta 0.39% 0.92%
Alpha -1.3% 1.86%

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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 32.37 33.86
Large Cap 61.17 23.09
Mid Cap 6.06 0.68
Small Cap 0.4 0.17

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 32.37 33.86
Petroleum Products 6.46 0.43
IT - Services 0.11 -
Cement & Cement Products 6.95 0.87
Personal Products 2.26 0
Construction 0.58 0.41
Ferrous Metals 11.63 -0.01
Healthcare Services 0.31 -
Non - Ferrous Metals 0.32 0.18
Banks 12.08 6.31
IT - Software 2.06 3.22
Aerospace & Defense 0.15 -
Automobiles 1.15 2.12
Finance 8.45 1.1
Telecom - Services 1.4 1.22
Consumer Durables 4.45 -
Beverages 0.95 -
Food Products 0.16 -
Industrial Products 0.17 -
Pharmaceuticals & Biotechnology 0.66 1.45
Minerals & Mining 2.68 -0.01
Transport Services 0.29 0.8
Chemicals & Petrochemicals 0.22 -
Transport Infrastructure 3.07 -
Retailing 0.31 -
Insurance 0.76 1
Diversified FMCG - 1.26
Gas - 0.66
Diversified Metals - 0.8
Oil - 0.38
Realty - 0.2
Consumable Fuels - 0.1
Power - 1.45

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