PGIM India Flexi Cap Fund vs Tata Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

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

Invest Now

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 -0.2% 3.33%
6 Month 1.01% 4.41%
1 Year 14.85% 16.59%
3 Year 13.45% 9.9%
5 Year 14.8% 20.57%

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 7.99% 12.76%
3 Year 17.35% 16.03%
5 Year 17.04% 18.69%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year 14.26% 12.39%
3 Year 15.8% 13.3%
5 Year 15.24% 16.47%

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 0.57% 0.48%
Beta 0.85% 0.9%
Alpha -1.6% -6.09%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns14.05%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns4.92%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns3.92%

Compare Now

SBI Magnum Gilt Fund -  Growth - PF (Regular) Option SBI Magnum Gilt Fund - Growth - PF (Regular) Option

3Y Returns6.79%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.01%

Compare Now
Request call back
Add to Cart Successfully