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) ₹93 Cr ₹382 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Jan 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 1.31 1.51
Manager Puneet Pal V Srivatsa
ISIN Code INF223J01FB7 INF789F1A744
Exits Load Nil/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.69% 0.01%
6 Month 5.07% 6.93%
1 Year 9.93% 15.74%
3 Year 6.75% 9.96%
5 Year 8.04% 11.73%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.33% 7.36%
3 Year 11.13% 20.43%
5 Year 21.77% 36.16%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.8% 11.45%
3 Year 18.12% 28.46%
5 Year 22.84% 37.42%

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% 0.83%
Beta 0.39% 0.19%
Alpha -1.3% 2.67%

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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 28.7 33.57
Large Cap 63.87 63.15
Mid Cap 7 3.26
Small Cap 0.43 -

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 63.25 51.76
Healthcare 1.2 0.92
Materials 0.72 1.07
Financial 9.83 8.72
Capital Goods 0.81 -
Consumer Staples 0.79 1.34
Communication 0.86 1.5
Services 1.05 0.97
Metals & Mining -0.089999999999999 0.88
Technology 1.54 2.33
Sovereign 15.5 22.75
Energy 1.46 3.4
Construction 0.57 1.08
Automobile 1.42 2.81
Consumer Discretionary 0.31 -
Diversified 0.26 -
Insurance 0.52 0.45

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