PGIM India Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Invest Now

tortoise-icon PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21899 Cr ₹6316 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 14 Aug 1998 05 Feb 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 135%
Expense Ratio 1.68 1.78
Manager Dhaval Joshi Puneet Pal
ISIN Code INF209K01AJ8 INF663L01FJ3
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month 6.81% 2.8%
6 Month 19.9% 17.05%
1 Year 37.47% 30.34%
3 Year 15.91% 12.22%
5 Year 21.61% 23.45%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15.35% 10.45%
3 Year 34.1% 22.68%
5 Year 66.01% 60.94%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year 21.14% 23.85%
3 Year 49.92% 49.34%
5 Year 72.67% 68.82%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.55% 12.47%
Sharp 0.82% 0.48%
Beta 0.96% 0.9%
Alpha -2.34% -6.09%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Name Dhaval Joshi Puneet Pal
Total AUM ₹361932 Cr ₹20950 Cr
Fund Manage 55 19
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Large Cap 74.07 65.23
Mid Cap 13.14 21.97
Small Cap 8.98 8.8
Others 3.81 4

Sector Allocation

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Financial 27.49 24.35
Technology 10.34 6.52
Communication 4.78 1.85
Healthcare 10.07 9.22
Energy 4.06 8.06
Construction 3.07 3.2
Automobile 7.27 9.39
Consumer Staples 7.81 4.55
Capital Goods 6.1 8.98
Metals & Mining 4.07 -
Insurance 2.8 2.4
Others 1.56 2.08
Consumer Discretionary 3.45 2.99
Unclassified 1.02 -
Materials 1.29 2.91
Chemicals 1.19 2.15
Diversified 0.91 1.79
Services 2.72 9.56

Top Comparisons

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns30.25%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns25.63%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns24.25%

VS

SBI Focused Equity Fund - Regular Plan -Growth SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns12.97%

Compare Now

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns33.54%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns33.91%

Compare Now

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns5.64%

VS

UTI - Gilt Fund - Discontinued PF Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option

3Y Returns5.11%

Compare Now
Request call back
Add to Cart Successfully