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	3.07%	4.24%
6 Month	4.99%	4.45%
1 Year	12.37%	14.01%
3 Year	17.83%	22.05%
5 Year	21.33%	28.16%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
6 Month	7.53%	4.66%
1 Year	10.56%	10.93%
3 Year	18.25%	22.38%
5 Year	16.28%	20.98%

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%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation	11.4%	10.686%
Sharp	0.68%	1.004%
Beta	0.8%	0.676%
Alpha	0.81%	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	4.43	34.02
Large Cap	59.44	61.24
Mid Cap	13.52	2.4
Small Cap	22.61	2.33

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Others	2.95	20.94
Petroleum Products	4.19	-
Cement & Cement Products	6.95	-
Personal Products	3.14	-
Construction	4.2	-
Finance	10.08	-
Ferrous Metals	2.46	-
Consumer Durables	3.64	-
Non - Ferrous Metals	0.69	-
Insurance	2.55	-
Pharmaceuticals & Biotechnology	5.04	-
Banks	23.32	-
Realty	2.13	-
Agricultural, Commercial & Construction Vehicles	1.53	-
Industrial Manufacturing	0.71	-
Telecom - Services	1.29	-
Diversified FMCG	2.49	-
Retailing	4.7	-
Food Products	1.85	-
Leisure Services	1.3	-
Transport Services	0.36	-
Auto Components	2.22	-
Healthcare Services	2.01	-
IT - Software	4.1	-
Automobiles	3.11	-
Transport Infrastructure	1.2	-
Capital Markets	1.79	-
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