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

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

Link copied to clipboard!

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

Parag Parikh Flexi Cap Fund Regular-Growth

Invest Now

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)	₹3476 Cr	₹119723 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	-0.63%	-0.5%
6 Month	10.96%	10.07%
1 Year	2.42%	5.36%
3 Year	16.62%	21.5%
5 Year	16.42%	21.31%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
6 Month	2.02%	1.47%
1 Year	13.94%	10.23%
3 Year	15.76%	18.4%
5 Year	14.5%	18.21%

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
1 Year	12.92%	17.56%
3 Year	15.49%	18.44%
5 Year	15.78%	18.24%

Risk Management

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation	11.4%	8.50%
Sharp	0.83%	1.61%
Beta	0.81%	0.57%
Alpha	0.8%	8.33%

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	4.9	34.6
Large Cap	61.8	60.91
Mid Cap	14.91	0.97
Small Cap	18.39	3.52

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Others	3.18	22.14
Energy	4	6.04
Technology	9.83	6.56
Basic Materials	13.11	0.6
Consumer Defensive	12.23	5.44
Industrials	8.05	0.16
Financial Services	31.2	28.07
Real Estate	2.63	0.61
Healthcare	4.34	4.21
Communication Services	1.14	9.91
Consumer Cyclical	10.3	10.32
Utilities	-	5.95

Top Comparisons

WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Invesco India Multicap Fund - Growth Option

3Y Returns19.14%

Compare Now

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns7.15%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.92%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns17.9%

VS

Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option

3Y Returns12.87%

Compare Now

DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.99%

VS

Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns7.04%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully