PGIM India Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24443 Cr | ₹6399 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Aug 1998 | 04 Mar 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 135% |
| Expense Ratio | 1.68 | 1.78 |
| Manager | Dhaval Joshi | Puneet Pal |
| ISIN Code | INF209K01AJ8 | INF663L01FJ3 |
| Exits Load | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Flexi Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.19% | -1.06% |
| 6 Month | 3.85% | 1.19% |
| 1 Year | 5.46% | 0.22% |
| 3 Year | 16.77% | 11.81% |
| 5 Year | 16.8% | 15.01% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.74% | 1.63% |
| 1 Year | 19.76% | 12.46% |
| 3 Year | 17.17% | 12.17% |
| 5 Year | 15.82% | 11.69% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.86% | 10.89% |
| 3 Year | 16.65% | 12.83% |
| 5 Year | 16.28% | 17.71% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.55% | 12.40% |
| Sharp | 0.85% | 0.48% |
| Beta | 0.96% | 0.89% |
| Alpha | 1.22% | -1.68% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Puneet Pal |
| Total AUM | ₹361932 Cr | ₹20950 Cr |
| Funds Managed | 55 | 19 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.5 | 8.31 |
| Large Cap | 62.38 | 56.28 |
| Mid Cap | 19.67 | 22.01 |
| Small Cap | 13.44 | 13.4 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.63 | 2.69 |
| Communication Services | 2.69 | 4.28 |
| Energy | 4.82 | 5.37 |
| Technology | 9.78 | 7.89 |
| Healthcare | 6.5 | 11.18 |
| Industrials | 10.17 | 13.09 |
| Basic Materials | 10.71 | 6.03 |
| Financial Services | 31.83 | 27.27 |
| Consumer Cyclical | 13.73 | 15.63 |
| Consumer Defensive | 7.49 | 4.17 |
| Real Estate | 0.64 | 1.04 |
| Utilities | - | 1.36 |
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