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Parag Parikh Flexi Cap Fund Regular vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
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 | 8.49% | 2.58% |
| 6 Month | -3.02% | -1.78% |
| 1 Year | 12.26% | 12.66% |
| 3 Year | 13.33% | 17.02% |
| 5 Year | 19.89% | 27.46% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | -0.64% | -3% |
| 1 Year | -3.92% | -2.72% |
| 3 Year | 13.47% | 18.05% |
| 5 Year | 13.71% | 18.94% |
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 | 0.45% | 1.004% |
| Beta | 0.8% | 0.676% |
| Alpha | - | 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 | 3.13 | 34.02 |
| Large Cap | 58.34 | 61.24 |
| Mid Cap | 14.68 | 2.4 |
| Small Cap | 23.85 | 2.33 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 3.02 | 20.94 |
| Energy | 4.28 | 6.9 |
| Basic Materials | 9.55 | 0.23 |
| Consumer Defensive | 9.62 | 4.57 |
| Industrials | 7.26 | 0.1 |
| Financial Services | 40.02 | 30.56 |
| Healthcare | 7.59 | 4.3 |
| Technology | 5.01 | 8.15 |
| Communication Services | 1.35 | 7.17 |
| Consumer Cyclical | 11.56 | 11.55 |
| Real Estate | 0.75 | 0.01 |
| Utilities | - | 5.53 |
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