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 ₹6111 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 1.87
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 3.4% 1.74%
6 Month 4.34% 5.67%
1 Year 15.06% 20.82%
3 Year 9.4% 17.03%
5 Year 11.89% 18.63%

SIP Return Analysis

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 14.93% 15.37%
3 Year 15.49% 21%
5 Year 14.37% 20.94%

Rolling Lumpsum Returns

Scheme Name PGIM India Hybrid Equity Fund - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.69% 13.58%
3 Year 10.22% 12.27%
5 Year 10.13% 11.6%

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% 1.04%
Beta 0.96% 1.03%
Alpha -2.57% 5.78%

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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 33.95 29.8
Large Cap 46.39 42.79
Mid Cap 14.01 16.79
Small Cap 5.65 10.58

Sector Allocation

Scheme Name

PGIM India Hybrid Equity Fund - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 33.95 29.8
Petroleum Products 4.52 2.59
IT - Software 8.13 7.85
Pharmaceuticals & Biotechnology 1.65 4.59
Construction 2.61 2.15
Banks 14.09 17.36
Aerospace & Defense 1.12 -
Auto Components 1.65 0.84
Finance 3.4 2.4
Insurance 2.13 2.82
Electrical Equipment 0.83 -
Consumer Durables 4.51 0.72
Beverages 3.53 -
Realty 0.73 0.96
Chemicals & Petrochemicals 2.14 0.67
Household Products 1.24 -
Telecom - Services 3.33 3.66
Healthcare Services 2.57 0.68
Cement & Cement Products 2.65 1.21
Automobiles 0.72 2.82
Transport Services 1.35 2.44
Capital Markets 2.06 1.46
Retailing 1.09 -
Textiles & Apparels - 2.42
Gas - 1.05
Diversified FMCG - 3.39
Fertilizers & Agrochemicals - 0.62
Diversified Metals - 1.81
Ferrous Metals - 0.6
Other Consumer Services - 0.66
Industrial Products - 0.23
Personal Products - 0.48
Entertainment - 0.6
Power - 1.08
Paper, Forest & Jute Products - 0.59
Leisure Services - 1.41

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