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)	₹23685 Cr	₹6268 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	-1.88%	-2.93%
6 Month	2.77%	-1.96%
1 Year	6.25%	6.83%
3 Year	14.05%	12.98%
5 Year	13.62%	13.66%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-1.51%	-5.41%
1 Year	3.68%	-3.75%
3 Year	8.59%	6.84%
5 Year	10.39%	8.78%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.01%	10.57%
3 Year	12.9%	12.86%
5 Year	13.28%	17.6%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	10.98%	12.47%
Sharp	0.73%	0.61%
Beta	0.83%	0.89%
Alpha	-0.98%	-2.17%

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	13.15	12.47
Large Cap	62.9	55.04
Small Cap	10.84	11.75
Mid Cap	13.1	20.74

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	4.1	3.91
Energy	4.28	5.26
Technology	10.33	7.85
Consumer Cyclical	14.04	16.01
Industrials	11.41	10.28
Basic Materials	12.13	6.27
Financial Services	35.88	27.73
Healthcare	1.74	11
Communication Services	5.19	4.53
Consumer Defensive	0.89	4.89
Utilities	-	1.36
Real Estate	-	0.91