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

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tortoise-icon UTI QUARTERLY 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 QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Fund PGIM India Retirement Fund - Regular (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Investment Plan Growth Growth Growth
Level of Risk Very High Low to Moderate Low to Moderate
Asset Size (Cr) ₹73 Cr ₹2 Cr ₹2 Cr
Min Investment ₹5000 ₹10000 ₹10000
Min SIP Invesment ₹1000 ₹0 ₹0
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 09 Apr 2024 07 Aug 2008 07 Aug 2008
Category Retirement Funds FMP FMP
Fund Type Open Ended Close Ended Close Ended
Benchmark BSE 500 CRISIL Liquid TRI CRISIL Liquid TRI
Turn Over % % %
Expense Ratio 2.31 0.14 0.14
Manager Vinay Paharia
ISIN Code INF663L01Y46 INF789F01GW9 INF789F01GW9
Exits Load Data not available./365 UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name PGIM India Retirement Fund - Regular (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
1 Month 7.55% 0.43% 0.43%
6 Month -10.08% 2.93% 2.93%
1 Year - 6.3% 6.3%
3 Year - 6.03% 6.03%
5 Year - 4.73% 4.73%

SIP Return Analysis

Scheme Name PGIM India Retirement Fund - Regular (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
6 Month -4.22% 1.6% 1.6%
1 Year - 5.89% 5.89%
3 Year - 6.27% 6.27%
5 Year - 5.6% 5.6%

Rolling Lumpsum Returns

Scheme Name PGIM India Retirement Fund - Regular (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
1 Year - 6.87% 6.87%
3 Year - 7.29% 7.29%
5 Year - 7.6% 7.6%

Risk Management

Scheme Name PGIM India Retirement Fund - Regular (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Standard Deviation - 0.32% 0.32%
Sharp - -5.131% -5.131%
Beta - - -
Alpha - - -

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Fund Managers

Scheme Name PGIM India Retirement Fund - Regular (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Name Vinay Paharia
Total AUM ₹0 Cr ₹0 Cr ₹0 Cr
Funds Managed 10 95 95
PGIM India Retirement Fund - Regular (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

Market Cap

Scheme Name

PGIM India Retirement Fund - Regular (G)

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

UTI QUARTERLY 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 QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

UTI QUARTERLY 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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