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
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 | 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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