360 ONE FlexiCap Fund Regular vs Tata Flexi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon 360 ONE FlexiCap 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 360 ONE FlexiCap Fund Regular - Growth
Fund Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2910 Cr ₹612 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2018 04 Jun 2023
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 69.17% %
Expense Ratio 1.94 2.29
Manager Amey Sathe Mayur Patel
ISIN Code INF277K019K2 INF579M01AP7
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1%, if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth
1 Month 5.39% 2.21%
6 Month 19.61% 27.09%
1 Year 32.87% 52.8%
3 Year 14.5% -
5 Year 19.22% -

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth
6 Month - -
1 Year 13.56% 23.1%
3 Year 31.33% 23.1%
5 Year 56.93% 23.1%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth
1 Year 18.03% 29.13%
3 Year 43.18% 29.14%
5 Year 62.15% 29.14%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth
Standard Deviation 11.4% -
Sharp 0.85% -
Beta 0.86% -
Alpha -1.47% -

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 360 ONE FlexiCap Fund Regular - Growth
Name Amey Sathe Mayur Patel
Total AUM ₹11910 Cr ₹6984 Cr
Fund Manage 4 3
Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

360 ONE FlexiCap Fund Regular - Growth

Large Cap 46.17 48.64
Others 7.91 2.92
Mid Cap 22.23 25.91
Small Cap 23.69 22.51

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

360 ONE FlexiCap Fund Regular - Growth

Financial 27.21 23.92
Energy 9.26 4.76
Others 4.08 1.69
Technology 4.96 8.41
Consumer Staples 7.21 1.1
Construction 6.97 2.94
Services 8.25 10.73
Capital Goods 7.19 11.76
Materials 4.45 2.01
Automobile 2.92 11.53
Healthcare 7.01 5.47
Metals & Mining 2.46 4.45
Chemicals 1.54 2.23
Communication 1.54 7.95
Consumer Discretionary 2.95 1.03
Insurance 2 -

Top Comparisons

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns22.32%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns29.39%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.05%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns25.29%

Compare Now

Bandhan Floating Rate Fund Regular - Growth Bandhan Floating Rate Fund Regular - Growth

3Y Returns5.56%

VS

Axis Floater Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

3Y Returns6.41%

Compare Now

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns5.25%

VS

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns5.77%

Compare Now
Request call back
Add to Cart Successfully