PGIM India Flexi Cap Fund 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 PGIM India Flexi Cap Fund - Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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