PGIM India Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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PGIM India Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹22826 Cr	₹6262 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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month	3.24%	4.31%
6 Month	6.7%	4.17%
1 Year	9.13%	7.33%
3 Year	22.18%	17.58%
5 Year	23.15%	22.49%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	10.62%	10.62%
1 Year	14.66%	13.71%
3 Year	20.41%	16.04%
5 Year	18.31%	15.19%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	16.85%	11.86%
3 Year	16.17%	12.51%
5 Year	17.02%	17.31%

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%	13.54%
Sharp	0.9%	0.57%
Beta	0.94%	0.89%
Alpha	0.76%	-2.37%

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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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	1.35	3.03
Large Cap	69.72	60.97
Small Cap	12.23	10.58
Mid Cap	16.46	25.42

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	1.35	2.89
Telecom - Services	3.32	-
Petroleum Products	5.78	-
IT - Software	8.03	-
Pharmaceuticals & Biotechnology	4.73	-
Construction	2.1	-
Finance	5.61	-
Consumer Durables	2.63	-
Banks	23.9	-
Non - Ferrous Metals	1.52	-
Cement & Cement Products	2.64	-
Electrical Equipment	2.17	-
Auto Components	4.55	-
Automobiles	5.92	-
Chemicals & Petrochemicals	2.89	-
Personal Products	1.32	-
Healthcare Services	1.87	-
Insurance	4.33	-
Industrial Products	3.18	-
Agricultural Food & other Products	1.82	-
Retailing	2.16	-
Fertilizers & Agrochemicals	0.4	-
Minerals & Mining	0.39	-
Transport Services	0.8	-
Industrial Manufacturing	0.39	-
Realty	0.57	-
Capital Markets	0.57	-
Ferrous Metals	1.22	-
Beverages	3.6	-
Energy	-	5.14
Industrials	-	13.21
Consumer Cyclical	-	12.31
Healthcare	-	11.42
Financial Services	-	26.09
Technology	-	12.4
Basic Materials	-	5.03
Consumer Defensive	-	5.38
Communication Services	-	4.14
Utilities	-	1.38
Real Estate	-	0.61