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) | ₹65967 Cr | ₹6054 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 | 4.38% | 3% |
6 Month | 0.47% | -4.16% |
1 Year | 18.77% | 9.27% |
3 Year | 22.11% | 10.18% |
5 Year | 31.32% | 24.84% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.41% | 0.58% |
1 Year | 6.84% | -1.48% |
3 Year | 23.29% | 12.08% |
5 Year | 25.1% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.75% | 12.75% |
3 Year | 18.86% | 12.71% |
5 Year | 18.67% | 16.91% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.345% | 13.645% |
Sharp | 1.134% | 0.146% |
Beta | 0.834% | 0.89% |
Alpha | 8.405% | -3.956% |
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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 | 12.44 | 3.03 |
Large Cap | 72.89 | 60.97 |
Mid Cap | 4.37 | 25.42 |
Small Cap | 10.31 | 10.58 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 10.1 | 2.89 |
Communication Services | 4.33 | 4.14 |
Energy | 0.19 | 5.14 |
Technology | 5.99 | 12.4 |
Industrials | 4.87 | 13.21 |
Basic Materials | 4.67 | 5.03 |
Financial Services | 38.64 | 26.09 |
Healthcare | 10.33 | 11.42 |
Consumer Cyclical | 15.43 | 12.31 |
Real Estate | 2.97 | 0.61 |
Consumer Defensive | 1.33 | 5.38 |
Utilities | 1.14 | 1.38 |
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