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 Risk	Very High Risk
Asset Size (Cr)	₹2886 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	-2.29%	-2.8%
6 Month	-7.99%	-9.17%
1 Year	8.11%	4.23%
3 Year	12.5%	8.26%
5 Year	13.65%	17.25%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-3.83%	-6.7%
3 Year	13.03%	9.4%
5 Year	14.11%	13.78%

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%	13.337%
Sharp	0.47%	0.197%
Beta	0.83%	0.903%
Alpha	-0.76%	-4.631%

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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
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