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)	₹24815 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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month	-0.04%	-1.21%
6 Month	5.02%	2.06%
1 Year	5.97%	0.33%
3 Year	17.5%	12.42%
5 Year	16.61%	14.86%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	3.81%	0.69%
1 Year	18.75%	11.81%
3 Year	16.86%	11.81%
5 Year	15.6%	11.39%

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%

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%

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	4.5	8.31
Large Cap	62.38	56.28
Mid Cap	19.67	22.01
Small Cap	13.44	13.4

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