PGIM India Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6392 Cr | ₹2802 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 04 Mar 2015 | 03 Feb 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 135% | 49% |
Expense Ratio | 1.78 | 1.96 |
Manager | Puneet Pal | Trideep Bhattacharya |
ISIN Code | INF663L01FJ3 | INF843K01KN5 |
Exits Load | PGIM India Flexi Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.85% | -1.64% |
6 Month | 11.42% | 9.9% |
1 Year | 4.52% | 0.54% |
3 Year | 12.66% | 17.44% |
5 Year | 19.03% | 21.51% |
SIP Return Analysis
Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.23% | 3.7% |
1 Year | 6% | 0.51% |
3 Year | 12.21% | 15.4% |
5 Year | 12.48% | 16.35% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.48% | 12.79% |
3 Year | 12.78% | 15.26% |
5 Year | 17.59% | 14.89% |
Risk Management
Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.66% | 13.58% |
Sharp | 0.58% | 0.86% |
Beta | 0.89% | 0.98% |
Alpha | -1.63% | 1.76% |
Fund Managers
Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Puneet Pal | Trideep Bhattacharya |
Total AUM | ₹20950 Cr | ₹0 Cr |
Funds Managed | 19 | 9 |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.03 | 7.31 |
Large Cap | 59.74 | 61.51 |
Mid Cap | 24.02 | 23.05 |
Small Cap | 10.21 | 8.13 |
Sector Allocation
Scheme Name |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.72 | 2.1 |
Energy | 5.46 | 5.21 |
Industrials | 11.2 | 11.72 |
Communication Services | 4.14 | 2.57 |
Consumer Cyclical | 14.94 | 12.48 |
Healthcare | 12.06 | 7.95 |
Financial Services | 28.56 | 29.86 |
Technology | 8.49 | 11.3 |
Basic Materials | 4.85 | 5.8 |
Consumer Defensive | 5.18 | 6.11 |
Utilities | 1.37 | 2.87 |
Real Estate | 1.03 | 2.03 |
Top Comparisons
HDFC Money Market Fund - Growth Option
3Y Returns7.43%
Invesco India Money Market Fund - Growth
3Y Returns7.17%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.58%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns20.61%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns12.23%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns22.14%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns19.26%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%