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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 | -3.08% | -3.16% |
| 6 Month | -12.17% | -3.18% |
| 1 Year | 5.61% | 10.77% |
| 3 Year | 12.28% | 17.55% |
| 5 Year | 15.79% | 25.08% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | -7.19% | -4.08% |
| 1 Year | -11.17% | -1.93% |
| 3 Year | 11.25% | 18.66% |
| 5 Year | 12.83% | 19.87% |
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 | 0.47% | 1.004% |
| Beta | 0.8% | 0.676% |
| Alpha | 0.34% | 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 |
| Fund Manage | 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 | 2.85267 | 34.01995 |
| Large Cap | 56.99299 | 61.24238 |
| Mid Cap | 15.62688 | 2.40448 |
| Small Cap | 24.52744 | 2.33314 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 2.75103 | 20.93658 |
| Energy | 4.27419 | 6.89843 |
| Basic Materials | 9.67063 | 0.23484 |
| Consumer Defensive | 9.98749 | 4.56617 |
| Industrials | 7.53591 | 0.0998 |
| Financial Services | 38.78252 | 30.55685 |
| Healthcare | 7.59855 | 4.29669 |
| Technology | 5.57753 | 8.14752 |
| Communication Services | 1.37377 | 7.16835 |
| Consumer Cyclical | 11.51567 | 11.55252 |
| Real Estate | 0.93269 | 0.01194 |
| Utilities | - | 5.53026 |
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