PGIM India Flexi Cap Fund vs HDFC Flexi Cap Fund compare

PGIM India Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth 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	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Fund	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹94069 Cr	₹6400 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	04 Mar 2015
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	135%
Expense Ratio	1.42	1.78
Manager	Dhruv Muchhal	Puneet Pal
ISIN Code	INF179K01608	INF663L01FJ3
Exits Load	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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

Trailing Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month	0.85%	-1.23%
6 Month	3.87%	-0.98%
1 Year	13.75%	6.81%
3 Year	21.63%	13.08%
5 Year	22.04%	13.01%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	1.14%	-2.05%
1 Year	11.83%	4.74%
3 Year	17.76%	9.4%
5 Year	19.96%	10.12%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	19.42%	10.64%
3 Year	18.58%	12.84%
5 Year	16.64%	17.61%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.12%	12.47%
Sharp	1.4%	0.61%
Beta	0.78%	0.89%
Alpha	6.05%	-2.17%

Fund Managers

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Puneet Pal
Total AUM	₹520687 Cr	₹20950 Cr
Funds Managed	40	19
	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	15.55	12.47
Large Cap	73.11	55.04
Small Cap	8.25	11.75
Mid Cap	3.09	20.74

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	13.19	3.91
Technology	5.6	7.85
Consumer Cyclical	15.22	16.01
Industrials	4.76	10.28
Basic Materials	5.25	6.27
Financial Services	38.96	27.73
Healthcare	7.46	11
Real Estate	2.36	0.91
Energy	1.37	5.26
Communication Services	2.47	4.53
Utilities	2.5	1.36
Consumer Defensive	0.86	4.89

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