Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Invest Now

tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Invest Now

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 3.55% 0.44% 0.44%
6 Month -3.39% 3.12% 3.12%
1 Year 14% 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 1.19% 0.98% 0.98%
1 Year 1.02% 5.34% 5.34%
3 Year - 6.28% 6.28%
5 Year - 5.66% 5.66%

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 - - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 - -

Top Comparisons

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns17.36%

VS

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns15.83%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns20.68%

VS

Axis Growth Opportunities Fund - Regular Plan - Growth Axis Growth Opportunities Fund - Regular Plan - Growth

3Y Returns14.1%

Compare Now

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns8.78%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns7.38%

Compare Now

Kotak Dynamic Bond Fund Regular Plan Growth Kotak Dynamic Bond Fund Regular Plan Growth

3Y Returns7.43%

VS

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns7.66%

Compare Now
Add to Cart Successfully