PGIM India Flexi Cap Fund vs SBI Flexicap Fund compare

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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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	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Fund	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹21593 Cr	₹6054 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	29 Sep 2005	04 Mar 2015
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	55%	135%
Expense Ratio	1.67	1.78
Manager	Pradeep Kesavan	Puneet Pal
ISIN Code	INF200K01222	INF663L01FJ3
Exits Load	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month	0.96%	2.21%
6 Month	-4.61%	-2.33%
1 Year	1.92%	7.16%
3 Year	15.71%	16.42%
5 Year	20.41%	22.93%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	4.39%	7.5%
1 Year	0.83%	7.18%
3 Year	12.03%	13.71%
5 Year	13.28%	13.88%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.66%	11.86%
3 Year	12.75%	12.51%
5 Year	12.97%	17.31%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	10.98%	13.645%
Sharp	0.64%	0.146%
Beta	0.83%	0.89%
Alpha	-2.38%	-3.956%

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Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Name	Pradeep Kesavan	Puneet Pal
Total AUM	₹434274 Cr	₹20950 Cr
Funds Managed	43	19
	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	10.83	3.03
Large Cap	66.64	60.97
Small Cap	10.69	10.58
Mid Cap	11.84	25.42

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	10.83	2.89
Petroleum Products	6.09	-
IT - Software	2	-
Construction	1.82	-
Ferrous Metals	1.42	-
Capital Markets	0.7	-
Banks	28.21	-
Pharmaceuticals & Biotechnology	1.14	-
Cement & Cement Products	4.46	-
Consumer Durables	2.29	-
Automobiles	9.75	-
Aerospace & Defense	0.41	-
Auto Components	0.69	-
Fertilizers & Agrochemicals	0.89	-
Chemicals & Petrochemicals	0.31	-
Industrial Products	2.22	-
Finance	8.13	-
Telecom - Services	5.1	-
Gas	0.18	-
Transport Services	3.16	-
Electrical Equipment	0.14	-
Food Products	0.43	-
Personal Products	1.22	-
Retailing	0.11	-
Industrial Manufacturing	0.15	-
Beverages	1.29	-
Power	1.92	-
Textiles & Apparels	1.01	-
Insurance	1.8	-
Leisure Services	1.24	-
Healthcare Services	0.89	-
Energy	-	5.14
Industrials	-	13.21
Consumer Cyclical	-	12.31
Healthcare	-	11.42
Financial Services	-	26.09
Technology	-	12.4
Basic Materials	-	5.03
Consumer Defensive	-	5.38
Communication Services	-	4.14
Utilities	-	1.38
Real Estate	-	0.61