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PGIM India Retirement Fund vs UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH compare

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tortoise-icon PGIM India Retirement Fund - Regular (G)

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tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon UTI ANNUAL INTERVAL FUND II 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 Retirement Fund - Regular (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Fund PGIM India Retirement Fund - Regular (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Investment Plan Growth Growth Growth
Level of Risk Very High Low Average
Asset Size (Cr) ₹73 Cr ₹13 Cr ₹ Cr
Min Investment ₹5000 ₹10000 ₹200000
Min SIP Invesment ₹1000 ₹200000 ₹200000
Min Addl Investment ₹1000 ₹1000 ₹200000
Launch Date 09 Apr 2024 09 Oct 2007 10 Mar 2025
Category Retirement Funds FMP FMP
Fund Type Open Ended Close Ended Open Ended
Benchmark BSE 500 CRISIL Low Duration Debt
Turn Over % % %
Expense Ratio 2.31 0.13
Manager Vinay Paharia
ISIN Code INF663L01Y46 INF789F01FS9 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 /365

Trailing Lumpsum Returns

Scheme Name PGIM India Retirement Fund - Regular (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Month 6.18% 0.44% 0.44%
6 Month -10.57% 3.12% 3.12%
1 Year - 6.87% 6.87%
3 Year - 6.26% 6.26%
5 Year - 5.19% 5.19%

SIP Return Analysis

Scheme Name PGIM India Retirement Fund - Regular (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
6 Month -4.22% 1.7% 1.7%
1 Year - 6.37% 6.37%
3 Year - 6.6% 6.6%
5 Year - 5.82% 5.82%

Rolling Lumpsum Returns

Scheme Name PGIM India Retirement Fund - Regular (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Year - 7.42% 7.42%
3 Year - 7.65% 7.65%
5 Year - 7.79% 7.79%

Risk Management

Scheme Name PGIM India Retirement Fund - Regular (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Standard Deviation - 0.391% 0.391%
Sharp - -1.552% -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 UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Name Vinay Paharia
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 10 95
PGIM India Retirement Fund - Regular (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH 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

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 4.21 100 100
Large Cap 42.58 - -
Small Cap 26.47 - -
Mid Cap 26.75 - -

Sector Allocation

Scheme Name

PGIM India Retirement Fund - Regular (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 4.21 100 100
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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