PGIM India Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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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)	₹3263 Cr	₹6054 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	1.94	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	2.59%	2.21%
6 Month	2.39%	-2.33%
1 Year	9.04%	7.16%
3 Year	19.15%	16.42%
5 Year	19.93%	22.93%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	8.65%	7.5%
1 Year	11.42%	7.18%
3 Year	17.64%	13.71%
5 Year	15.87%	13.88%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	13.43%	11.86%
3 Year	15.32%	12.51%
5 Year	15.31%	17.31%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.07%	13.645%
Sharp	0.89%	0.146%
Beta	0.85%	0.89%
Alpha	0.54%	-3.956%

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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
Funds Managed	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	6.37	3.03
Large Cap	58.68	60.97
Mid Cap	13.77	25.42
Small Cap	21.18	10.58

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	4.72	2.89
Petroleum Products	4.72	-
Cement & Cement Products	6.74	-
Personal Products	3.11	-
Construction	3.86	-
Finance	10.08	-
Ferrous Metals	2.64	-
Consumer Durables	3.92	-
Non - Ferrous Metals	0.9	-
Insurance	1.14	-
Pharmaceuticals & Biotechnology	3.06	-
Banks	23.7	-
Realty	2.35	-
Agricultural, Commercial & Construction Vehicles	1.46	-
Industrial Manufacturing	0.07	-
Telecom - Services	1.49	-
Diversified FMCG	2.45	-
Retailing	4.7	-
Food Products	1.88	-
Leisure Services	1.18	-
Transport Services	0.37	-
Auto Components	2.68	-
Healthcare Services	2.01	-
IT - Software	4.12	-
Automobiles	3.14	-
Fertilizers & Agrochemicals	0.38	-
Transport Infrastructure	1.17	-
Capital Markets	1.96	-
Energy	-	5.14
Industrials	-	13.21
Consumer Cyclical	-	12.31
Healthcare	-	11.42
Financial Services	-	26.09
Technology	-	12.4
Basic Materials	-	5.03
Consumer Defensive	-	5.38
Communication Services	-	4.14
Utilities	-	1.38
Real Estate	-	0.61