PGIM India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹2910 Cr | ₹6316 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Aug 2018 | 05 Feb 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 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.72% | -5.86% |
| 6 Month | 6.17% | 6.1% |
| 1 Year | 20.57% | 20.42% |
| 3 Year | 10.61% | 7.34% |
| 5 Year | 14.88% | 19.77% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.14% | 15.44% |
| 3 Year | 19.88% | 15.69% |
| 5 Year | 18.41% | 18.7% |
| 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% |
| 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 | 0.56% | 0.48% |
| Beta | 0.84% | 0.9% |
| Alpha | -0.86% | -6.09% |
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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 | 7.91 | 4 |
| Large Cap | 46.17 | 65.23 |
| Small Cap | 23.69 | 8.8 |
| Mid Cap | 22.23 | 21.97 |
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.08 | 2.08 |
| Energy | 9.26 | 8.06 |
| Technology | 4.96 | 6.52 |
| Automobile | 2.92 | 9.39 |
| Materials | 4.45 | 2.91 |
| Consumer Staples | 7.21 | 4.55 |
| Construction | 6.97 | 3.2 |
| Financial | 27.21 | 24.35 |
| Metals & Mining | 2.46 | - |
| Insurance | 2 | 2.4 |
| Healthcare | 7.01 | 9.22 |
| Capital Goods | 7.19 | 8.98 |
| Communication | 1.54 | 1.85 |
| Services | 8.25 | 9.56 |
| Consumer Discretionary | 2.95 | 2.99 |
| Chemicals | 1.54 | 2.15 |
| Diversified | - | 1.79 |
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