PGIM India Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹79585 Cr | ₹6392 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 | -1.74% | -1.58% |
6 Month | 9.74% | 8.97% |
1 Year | 6.13% | 2.9% |
3 Year | 23.45% | 13.91% |
5 Year | 28.51% | 19.7% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.29% | 5.97% |
1 Year | 10.07% | 8.63% |
3 Year | 21.9% | 14.02% |
5 Year | 23.6% | 13.88% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.37% | 11.86% |
3 Year | 19% | 12.51% |
5 Year | 18.79% | 17.31% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.91% | 13.21% |
Sharp | 1.58% | 0.80% |
Beta | 0.82% | 0.89% |
Alpha | 7.20% | -2.06% |
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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 | 13.15 | 6.48 |
Large Cap | 73.72 | 60.14 |
Mid Cap | 3.36 | 23.53 |
Small Cap | 9.77 | 9.85 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 10.4 | 3.1 |
Communication Services | 3.16 | 4.75 |
Energy | 1.02 | 5.78 |
Technology | 4.64 | 8.92 |
Consumer Cyclical | 16.6 | 12.62 |
Industrials | 5.03 | 12.64 |
Basic Materials | 5.41 | 5.55 |
Financial Services | 39.69 | 28.59 |
Real Estate | 2.62 | 1.12 |
Healthcare | 8.64 | 10.78 |
Consumer Defensive | 0.76 | 4.81 |
Utilities | 2.03 | 1.35 |
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