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

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

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tortoise-icon 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

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 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%

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 7.5% 5.66%
1 Year 9.65% 6.27%
3 Year 19.48% 14.27%
5 Year 17.89% 14.49%

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 17.42% 12.75%
3 Year 16.25% 12.71%
5 Year 16.95% 16.91%

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

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

Sector Allocation

Scheme Name

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

PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Others 1.67 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

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