PGIM India Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon PGIM India Hybrid Equity Fund - Growth Option

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹218 Cr ₹5852 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Jan 2004 20 Mar 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 62% 27%
Expense Ratio 2.34 1.9
Manager Puneet Pal V Srivatsa
ISIN Code INF663L01HC4 INF789F01323
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Trailing Lumpsum Returns

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 1.95% 5.65%
6 Month 11.96% 18.21%
1 Year 23.29% 35.18%
3 Year 10.02% 18.56%
5 Year 13.62% 20.83%

SIP Return Analysis

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 9.41% 14.27%
3 Year 20.94% 35.19%
5 Year 39.48% 67.97%

Rolling Lumpsum Returns

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 14.25% 20.56%
3 Year 32.1% 52.22%
5 Year 44.95% 73.96%

Risk Management

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.33% 9.01%
Sharp 0.37% 1.24%
Beta 0.96% 0.98%
Alpha -2.57% 5.52%

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Fund Managers

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Puneet Pal V Srivatsa
Total AUM ₹20950 Cr ₹7921 Cr
Fund Manage 19 3
PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

PGIM India Hybrid Equity Fund - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 31.98 31.49
Large Cap 50.84 42.71
Mid Cap 10.89 16.75
Small Cap 6.29 9.04

Sector Allocation

Scheme Name

PGIM India Hybrid Equity Fund - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Financial 29.49 31.85
Energy 6.19 8.39
Sovereign 18.18 16.5
Communication 3.36 2.94
Technology 3.86 5.79
Construction 4.12 4.06
Services 6.13 3.35
Materials 2.4 0.62
Consumer Staples 3.84 4.83
Capital Goods 5.99 0.46
Insurance 2.23 0.45
Healthcare 3.99 5.24
Automobile 4.35 5.86
Others 1.7 2.96
Chemicals 0.94 1.37
Consumer Discretionary 1.67 0.71
Diversified 0.9 -
Metals & Mining 0.66 2.71
Textiles - 1.9

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