PGIM India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3009 Cr | ₹6338 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Sep 2018 | 04 Mar 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 69.17% | 135% |
Expense Ratio | 1.93 | 1.78 |
Manager | Amey Sathe | Puneet Pal |
ISIN Code | INF277K019K2 | INF663L01FJ3 |
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 | PGIM India Flexi Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.55% | -3.83% |
6 Month | -5.37% | -5.38% |
1 Year | 9.51% | 7.93% |
3 Year | 11.86% | 8% |
5 Year | 13.89% | 17.67% |
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 3.65% | 2.45% |
3 Year | 16.11% | 12.87% |
5 Year | 15.84% | 15.81% |
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.24% | 12.75% |
3 Year | 15.51% | 12.71% |
5 Year | 15.14% | 16.91% |
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.4% | 12.47% |
Sharp | 0.47% | 0.48% |
Beta | 0.83% | 0.9% |
Alpha | -0.76% | -6.09% |
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Get Free Experts GuidanceScheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Amey Sathe | Puneet Pal |
Total AUM | ₹11910 Cr | ₹20950 Cr |
Fund Manage | 4 | 19 |
Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.31 | 1.41 |
Large Cap | 47.99 | 59.95 |
Mid Cap | 19.09 | 28.29 |
Small Cap | 27.61 | 10.35 |
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.31 | 1.41 |
Petroleum Products | 3.98 | 3.81 |
Cement & Cement Products | 4.62 | 1.92 |
Personal Products | 2.81 | 0.6 |
Construction | 3.68 | 1.97 |
Finance | 9 | 5.13 |
Ferrous Metals | 1.28 | - |
Consumer Durables | 3.93 | 6.69 |
Insurance | 2.82 | 3 |
Pharmaceuticals & Biotechnology | 6.3 | 5.46 |
Banks | 22.27 | 16.26 |
Realty | 2.64 | 0.59 |
Agricultural, Commercial & Construction Vehicles | 1.74 | - |
Industrial Manufacturing | 1.2 | 0.72 |
Telecom - Services | 1.29 | 2.67 |
Diversified FMCG | 2.27 | - |
Retailing | 3.21 | 4.7 |
Food Products | 1.93 | 1.16 |
Leisure Services | 0.97 | - |
Transport Services | 0.5 | 2.36 |
Auto Components | 2.14 | 2.98 |
Healthcare Services | 1.75 | 4.28 |
IT - Software | 4.38 | 9.29 |
Automobiles | 2.39 | 4.72 |
Commercial Services & Supplies | 1.13 | - |
Industrial Products | 2.92 | 2.19 |
Transport Infrastructure | 1.37 | - |
Capital Markets | 2.17 | 3.83 |
Aerospace & Defense | - | 1.22 |
Electrical Equipment | - | 1.68 |
Beverages | - | 4.46 |
Gas | - | 0.87 |
Chemicals & Petrochemicals | - | 3.18 |
Fertilizers & Agrochemicals | - | 1.19 |
Power | - | 1.66 |
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