Tata Flexi Cap Fund vs Parag Parikh Flexi Cap Fund Regular compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Parag Parikh Flexi Cap Fund Regular-Growth

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 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) ₹3009 Cr ₹81919 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 1.93 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 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 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 -1.48% -1.39%
6 Month -3.16% 2.59%
1 Year 10.76% 19.35%
3 Year 11.1% 16.22%
5 Year 14.41% 23.55%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Parag Parikh Flexi Cap Fund Regular-Growth
6 Month - -
1 Year 3.6% 12.1%
3 Year 15.77% 22.54%
5 Year 15.95% 22.99%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Parag Parikh Flexi Cap Fund Regular-Growth
1 Year 14.26% 18.07%
3 Year 15.8% 18.38%
5 Year 15.24% 17.64%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation 11.4% 11.09%
Sharp 0.4% 1.13%
Beta 0.85% 0.71%
Alpha -2.15% 2.62%

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 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 5.31 29.53
Large Cap 47.99 55.93
Mid Cap 19.09 7.2
Small Cap 27.61 7.37

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Parag Parikh Flexi Cap Fund Regular-Growth

Others 5.31 12.42
Petroleum Products 3.98 -
Cement & Cement Products 4.62 -
Personal Products 2.81 -
Construction 3.68 0
Finance 9 -
Ferrous Metals 1.28 -
Consumer Durables 3.93 -
Insurance 2.82 -
Pharmaceuticals & Biotechnology 6.3 -
Banks 22.27 -
Realty 2.64 -
Agricultural, Commercial & Construction Vehicles 1.74 -
Industrial Manufacturing 1.2 -
Telecom - Services 1.29 -
Diversified FMCG 2.27 -
Retailing 3.21 -
Food Products 1.93 -
Leisure Services 0.97 -
Transport Services 0.5 -
Auto Components 2.14 -
Healthcare Services 1.75 -
IT - Software 4.38 -
Automobiles 2.39 -
Commercial Services & Supplies 1.13 -
Industrial Products 2.92 -
Transport Infrastructure 1.37 -
Capital Markets 2.17 -
Financial - 34.19
Capital Goods - 0.02
Consumer Discretionary - 0
Consumer Staples - 5.68
Automobile - 7.17
Healthcare - 3.66
Metals & Mining - 1.85
Energy - 7.22
Technology - 9.17
Communication - -6.9388939039072E-18
Services - 13.3
Materials - 5.35

Top Comparisons

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns16.53%

VS

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns0%

Compare Now

HDFC Gold ETF Fund of Fund - Growth Option HDFC Gold ETF Fund of Fund - Growth Option

3Y Returns16.69%

VS

DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns9.12%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns8.34%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.61%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns13.94%

Compare Now
Request call back
Add to Cart Successfully