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) | ₹6271 Cr | ₹2777 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 | 3.13% | 3.62% |
6 Month | 17.44% | 16.02% |
1 Year | 0.49% | -2.73% |
3 Year | 13.18% | 18.38% |
5 Year | 18.54% | 21.62% |
SIP Return Analysis
Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.74% | 4.3% |
1 Year | 13.93% | 9.97% |
3 Year | 14.02% | 17.38% |
5 Year | 13.18% | 17.26% |
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 | 12.57% | 13.56% |
Sharp | 0.44% | 0.74% |
Beta | 0.88% | 0.98% |
Alpha | -1.38% | 2.34% |
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 | 7.28 | 7 |
Large Cap | 58.45 | 60.85 |
Mid Cap | 23.47 | 23.26 |
Small Cap | 10.79 | 8.9 |
Sector Allocation
Scheme Name |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.08 | 1.93 |
Energy | 5.37 | 4.99 |
Industrials | 11.21 | 12.35 |
Communication Services | 4.11 | 2.53 |
Consumer Cyclical | 16.95 | 13.44 |
Healthcare | 11.07 | 7.61 |
Financial Services | 27.59 | 28.68 |
Technology | 8.69 | 11.66 |
Basic Materials | 4.68 | 5.83 |
Consumer Defensive | 4.93 | 6.24 |
Utilities | 1.36 | 2.8 |
Real Estate | 0.96 | 1.94 |
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