PGIM India Retirement Fund vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
PGIM India Retirement Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
Fund | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Very High |
Asset Size (Cr) | ₹13 Cr | ₹73 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Jun 2024 | 09 Apr 2024 |
Category | Index Fund | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL IBX Gilt Index - June 2027 | BSE 500 |
Turn Over | % | % |
Expense Ratio | 0.5 | 2.31 |
Manager | Vinay Paharia | |
ISIN Code | INF209KC1050 | INF663L01Y46 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
1 Month | 0.72% | 7.55% |
6 Month | 3.55% | -9.41% |
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
6 Month | 2.35% | -4.22% |
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
---|---|---|
Name | Vinay Paharia | |
Total AUM | ₹0 Cr | |
Funds Managed | 10 | |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
Market Cap
Scheme Name |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
---|---|---|
Others | 100 | 4.21 |
Large Cap | - | 42.58 |
Small Cap | - | 26.47 |
Mid Cap | - | 26.75 |
Sector Allocation
Scheme Name |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
---|---|---|
Others | 100 | 4.21 |
Energy | - | 3.86 |
Consumer Defensive | - | 5.38 |
Communication Services | - | 4.7 |
Industrials | - | 16.17 |
Consumer Cyclical | - | 10.65 |
Healthcare | - | 11.56 |
Financial Services | - | 20.86 |
Basic Materials | - | 11.04 |
Technology | - | 9.48 |
Utilities | - | 1.59 |
Real Estate | - | 0.5 |
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