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) | ₹6193 Cr | ₹2842 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 | 0.79% | 1.78% |
| 6 Month | 6.98% | 8.43% |
| 1 Year | 3.87% | 1.31% |
| 3 Year | 12.97% | 17.86% |
| 5 Year | 17.48% | 20.53% |
SIP Return Analysis
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.41% | 4.71% |
| 1 Year | 14.11% | 15.29% |
| 3 Year | 13.44% | 17.43% |
| 5 Year | 12.55% | 17.19% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.27% | 12.27% |
| 3 Year | 12.78% | 15.42% |
| 5 Year | 17.72% | 15.05% |
Risk Management
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.48% | 13.35% |
| Sharp | 0.56% | 0.84% |
| Beta | 0.89% | 0.98% |
| Alpha | -1.38% | 1.96% |
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 | 7.43 | 7.72 |
| Large Cap | 57.83 | 58.36 |
| Mid Cap | 22.16 | 25.03 |
| Small Cap | 12.58 | 8.9 |
Sector Allocation
| Scheme Name |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.99 | 3.01 |
| Energy | 5.42 | 4.36 |
| Industrials | 12.62 | 11.49 |
| Communication Services | 4.13 | 2.46 |
| Consumer Cyclical | 16.6 | 14.09 |
| Healthcare | 10.79 | 7.34 |
| Financial Services | 27.9 | 29.41 |
| Technology | 8.07 | 10.37 |
| Basic Materials | 4.36 | 6.18 |
| Consumer Defensive | 4.78 | 6.51 |
| Utilities | 1.42 | 2.84 |
| Real Estate | 0.93 | 1.93 |
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