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PGIM India Retirement Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare
PGIM India Retirement Fund - Regular (G)
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Fund | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Low Risk |
| Asset Size (Cr) | ₹73 Cr | ₹13 Cr |
| Min Investment | ₹5000 | ₹200000 |
| Min SIP Invesment | ₹1000 | ₹200000 |
| Min Addl Investment | ₹1000 | ₹200000 |
| Launch Date | 09 Apr 2024 | 09 Oct 2007 |
| Category | Retirement Funds | FMP |
| Fund Type | Open Ended | Close Ended |
| Benchmark | BSE 500 | CRISIL Low Duration Debt |
| Turn Over | % | % |
| Expense Ratio | 2.31 | 0.13 |
| Manager | Vinay Paharia | |
| ISIN Code | INF663L01Y46 | INF789F01FS9 |
| Exits Load | Data not available./365 | UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | -3.91% | 0.53% |
| 6 Month | -8.16% | 3.23% |
| 1 Year | - | 6.85% |
| 3 Year | - | 6.17% |
| 5 Year | - | 5.12% |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 6.64% |
| 3 Year | - | 6.61% |
| 5 Year | - | 5.77% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | - | 7.42% |
| 3 Year | - | 7.65% |
| 5 Year | - | 7.79% |
Risk Management
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | - | 0.391% |
| Sharp | - | -1.552% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Name | Vinay Paharia | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 10 | 95 |
| PGIM India Retirement Fund - Regular (G) | UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Others | - | 100 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|
| Others | - | 100 |
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