PGIM India Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare
PGIM India Hybrid Equity Fund - Growth Option
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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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