Parag Parikh Flexi Cap Fund Regular vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Parag Parikh Flexi Cap Fund Regular-Growth

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Chart Comparison

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

Overview

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Fund	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2886 Cr	₹89703 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	06 Sep 2018	24 May 2013
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	69.17%	%
Expense Ratio	1.94	1.33
Manager	Amey Sathe	Rajeev Thakkar
ISIN Code	INF277K019K2	INF879O01019
Exits Load	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
1 Month	2.59%	1.97%
6 Month	2.39%	1.05%
1 Year	9.04%	11.75%
3 Year	19.15%	23.48%
5 Year	19.93%	26.29%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
6 Month	8.65%	5.86%
1 Year	11.42%	11.09%
3 Year	17.64%	21.5%
5 Year	15.87%	20.44%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
1 Year	13.43%	18%
3 Year	15.32%	17.87%
5 Year	15.31%	17.94%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation	11.4%	10.686%
Sharp	0.88%	1.004%
Beta	0.8%	0.676%
Alpha	0.89%	5.189%

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Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Name	Amey Sathe	Rajeev Thakkar
Total AUM	₹11910 Cr	₹0 Cr
Funds Managed	4	5
	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Others	6.37	34.02
Large Cap	58.68	61.24
Mid Cap	13.77	2.4
Small Cap	21.18	2.33

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Others	4.72	20.94
Petroleum Products	4.72	-
Cement & Cement Products	6.74	-
Personal Products	3.11	-
Construction	3.86	-
Finance	10.08	-
Ferrous Metals	2.64	-
Consumer Durables	3.92	-
Non - Ferrous Metals	0.9	-
Insurance	1.14	-
Pharmaceuticals & Biotechnology	3.06	-
Banks	23.7	-
Realty	2.35	-
Agricultural, Commercial & Construction Vehicles	1.46	-
Industrial Manufacturing	0.07	-
Telecom - Services	1.49	-
Diversified FMCG	2.45	-
Retailing	4.7	-
Food Products	1.88	-
Leisure Services	1.18	-
Transport Services	0.37	-
Auto Components	2.68	-
Healthcare Services	2.01	-
IT - Software	4.12	-
Automobiles	3.14	-
Fertilizers & Agrochemicals	0.38	-
Transport Infrastructure	1.17	-
Capital Markets	1.96	-
Energy	-	6.9
Technology	-	8.15
Healthcare	-	4.3
Industrials	-	0.1
Basic Materials	-	0.23
Financial Services	-	30.56
Consumer Defensive	-	4.57
Consumer Cyclical	-	11.55
Communication Services	-	7.17
Utilities	-	5.53
Real Estate	-	0.01