PGIM India Flexi Cap Fund vs Parag Parikh Flexi Cap Fund Regular compare
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6399 Cr | ₹125800 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Mar 2015 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 135% | % |
| Expense Ratio | 1.78 | 1.33 |
| Manager | Puneet Pal | Rajeev Thakkar |
| ISIN Code | INF663L01FJ3 | INF879O01019 |
| 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 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | -1.21% | 0.1% |
| 6 Month | 2.06% | 3.1% |
| 1 Year | 0.33% | 4.65% |
| 3 Year | 12.42% | 21.32% |
| 5 Year | 14.86% | 20.06% |
SIP Return Analysis
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 0.69% | 1.63% |
| 1 Year | 11.81% | 11.54% |
| 3 Year | 11.81% | 17.03% |
| 5 Year | 11.39% | 17.45% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 10.89% | 17.41% |
| 3 Year | 12.83% | 18.66% |
| 5 Year | 17.71% | 18.48% |
Risk Management
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.40% | 8.41% |
| Sharp | 0.48% | 1.55% |
| Beta | 0.89% | 0.57% |
| Alpha | -1.68% | 8.12% |
Fund Managers
| Scheme Name | PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Puneet Pal | Rajeev Thakkar |
| Total AUM | ₹20950 Cr | ₹0 Cr |
| Funds Managed | 19 | 5 |
| PGIM India Flexi Cap Fund - Regular Plan - Growth Option | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 8.31 | 35.27 |
| Large Cap | 56.28 | 60.86 |
| Mid Cap | 22.01 | 1.04 |
| Small Cap | 13.4 | 2.82 |
Sector Allocation
| Scheme Name |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 2.69 | 21.92 |
| Energy | 5.37 | 5.83 |
| Industrials | 13.09 | 0.3 |
| Communication Services | 4.28 | 9.97 |
| Basic Materials | 6.03 | 0.83 |
| Consumer Cyclical | 15.63 | 10.39 |
| Healthcare | 11.18 | 4.09 |
| Financial Services | 27.27 | 28.13 |
| Technology | 7.89 | 6.17 |
| Consumer Defensive | 4.17 | 5.6 |
| Utilities | 1.36 | 6.06 |
| Real Estate | 1.04 | 0.71 |
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