- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Parag Parikh Flexi Cap Fund Regular vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | 4.45% | 1.18% |
| 6 Month | -0.59% | 0.42% |
| 1 Year | 10.06% | 12.42% |
| 3 Year | 14.63% | 18.97% |
| 5 Year | 19.22% | 27.97% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.52% | 1.95% |
| 1 Year | 4.49% | 5.93% |
| 3 Year | 16.92% | 21.42% |
| 5 Year | 15.74% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.24% | 18.35% |
| 3 Year | 15.51% | 17.94% |
| 5 Year | 15.14% | 17.76% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 11.4% | 10.686% |
| Sharp | 0.45% | 1.004% |
| Beta | 0.8% | 0.676% |
| Alpha | - | 5.189% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 3.13 | 34.02 |
| Large Cap | 58.34 | 61.24 |
| Mid Cap | 14.68 | 2.4 |
| Small Cap | 23.85 | 2.33 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 3.02 | 20.94 |
| Energy | 4.28 | 6.9 |
| Basic Materials | 9.55 | 0.23 |
| Consumer Defensive | 9.62 | 4.57 |
| Industrials | 7.26 | 0.1 |
| Financial Services | 40.02 | 30.56 |
| Healthcare | 7.59 | 4.3 |
| Technology | 5.01 | 8.15 |
| Communication Services | 1.35 | 7.17 |
| Consumer Cyclical | 11.56 | 11.55 |
| Real Estate | 0.75 | 0.01 |
| Utilities | - | 5.53 |
Top Comparisons
Nippon India Short Term Fund-Growth Plan
3Y Returns6.98%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.89%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns11.84%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Kotak Debt Hybrid - Growth
3Y Returns10.62%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.63%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.25%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.29%
