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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) ₹209 Cr ₹5956 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2004 25 Mar 2000
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 2.33 1.89
Manager Puneet Pal V Srivatsa
ISIN Code INF663L01HC4 INF789F01323
Exits Load PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 2.25% 3.79%
6 Month -5.84% -8.17%
1 Year 5.83% 9.37%
3 Year 9.25% 14.8%
5 Year 17.49% 24.77%

SIP Return Analysis

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month -2.24% -2.84%
1 Year -1.57% -2.54%
3 Year 10.96% 15.8%
5 Year 11.1% 17.32%

Rolling Lumpsum Returns

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.92% 13.82%
3 Year 10.08% 12.4%
5 Year 10.2% 11.66%

Risk Management

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.745% 9.01%
Sharp 0.358% 0.8%
Beta 0.94% 1.05%
Alpha -0.447% 4.59%

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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
Funds Managed 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 32.95 34.57
Large Cap 47.3 42.47
Mid Cap 11.27 13.21
Small Cap 8.48 9.75

Sector Allocation

Scheme Name

PGIM India Hybrid Equity Fund - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 32.95 32.58
Energy 4.82 3.43
Technology 11.68 6.73
Industrials 8.46 4.42
Healthcare 5.97 4.02
Financial Services 20.2 22.79
Consumer Cyclical 4.28 8.28
Basic Materials 4.46 6.04
Consumer Defensive 3.29 4.69
Communication Services 3.88 4.5
Utilities - 1.57
Real Estate - 0.94

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