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

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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 0.68% 1.004%
Beta 0.8% 0.676%
Alpha 0.81% 5.189%

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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 4.43 34.02
Large Cap 59.44 61.24
Mid Cap 13.52 2.4
Small Cap 22.61 2.33

Sector Allocation

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

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