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)	₹21417 Cr	₹6054 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	4.37%	2.8%
6 Month	3.87%	2.53%
1 Year	12.41%	9.2%
3 Year	19.18%	14.27%
5 Year	24.79%	24.46%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	7.5%	5.66%
1 Year	9.65%	6.27%
3 Year	19.48%	14.27%
5 Year	17.89%	14.49%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	17.42%	12.75%
3 Year	16.25%	12.71%
5 Year	16.95%	16.91%

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%	13.645%
Sharp	0.69%	0.146%
Beta	0.95%	0.89%
Alpha	0.61%	-3.956%

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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	1.67	3.03
Large Cap	69.72	60.97
Small Cap	11.63	10.58
Mid Cap	16.75	25.42

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	1.67	2.89
Telecom - Services	3.23	-
Petroleum Products	5.55	-
IT - Software	8.64	-
Pharmaceuticals & Biotechnology	4.94	-
Construction	2.27	-
Finance	5.87	-
Consumer Durables	2.48	-
Banks	23.42	-
Non - Ferrous Metals	1.67	-
Cement & Cement Products	2.67	-
Electrical Equipment	2.31	-
Auto Components	4.84	-
Automobiles	5.05	-
Chemicals & Petrochemicals	2.88	-
Personal Products	1.26	-
Healthcare Services	1.81	-
Insurance	4.06	-
Industrial Products	3.35	-
Agricultural Food & other Products	1.62	-
Retailing	2.11	-
Fertilizers & Agrochemicals	0.46	-
Minerals & Mining	0.42	-
Transport Services	0.81	-
Industrial Manufacturing	0.39	-
Realty	0.55	-
Capital Markets	0.59	-
Ferrous Metals	1.27	-
Beverages	3.58	-
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