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) | ₹6268 Cr | ₹3127 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 | -3.56% | -1.44% |
| 6 Month | -1.36% | 4.55% |
| 1 Year | 8.67% | 12.89% |
| 3 Year | 12.96% | 19.77% |
| 5 Year | 13.47% | 17.97% |
SIP Return Analysis
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.41% | -1.25% |
| 1 Year | -3.75% | 5.15% |
| 3 Year | 6.84% | 12.79% |
| 5 Year | 8.78% | 14.74% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.57% | 11.45% |
| 3 Year | 12.86% | 15.67% |
| 5 Year | 17.6% | 15.38% |
Risk Management
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.47% | 12.65% |
| Sharp | 0.61% | 1% |
| Beta | 0.89% | 0.98% |
| Alpha | -2.17% | 2.48% |
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 | 12.47 | 11.07 |
| Large Cap | 55.04 | 57.09 |
| Mid Cap | 20.74 | 25.1 |
| Small Cap | 11.75 | 6.74 |
Sector Allocation
| Scheme Name |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.91 | 2.55 |
| Energy | 5.26 | 5 |
| Industrials | 10.28 | 9.99 |
| Consumer Defensive | 4.89 | 6.2 |
| Communication Services | 4.53 | 2.53 |
| Basic Materials | 6.27 | 7.41 |
| Consumer Cyclical | 16.01 | 12.58 |
| Healthcare | 11 | 6.61 |
| Financial Services | 27.73 | 33.24 |
| Technology | 7.85 | 10.18 |
| Utilities | 1.36 | 2.33 |
| Real Estate | 0.91 | 1.38 |
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