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 | -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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