360 ONE FlexiCap Fund Regular vs Tata Flexi Cap Fund compare

360 ONE FlexiCap Fund Regular vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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360 ONE FlexiCap Fund Regular - Growth

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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	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)	₹3670 Cr	₹2116 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	06 Sep 2018	26 Jun 2023
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	69.17%	%
Expense Ratio	1.94	2.06
Manager	Amey Sathe	Mayur Patel
ISIN Code	INF277K019K2	INF579M01AP7
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	360 ONE Flexicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	360 ONE FlexiCap Fund Regular - Growth
1 Month	0.53%	-1.75%
6 Month	3.06%	2.06%
1 Year	6.46%	-2.46%
3 Year	15.76%	-
5 Year	14.8%	-

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	360 ONE FlexiCap Fund Regular - Growth
6 Month	1.86%	0.2%
1 Year	14.14%	8.94%
3 Year	14.81%	-
5 Year	13.94%	-

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	360 ONE FlexiCap Fund Regular - Growth
1 Year	12.39%	15.68%
3 Year	15.62%	-
5 Year	15.9%	-

Risk Management

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	360 ONE FlexiCap Fund Regular - Growth
Standard Deviation	11.4%	-
Sharp	0.86%	-
Beta	0.82%	-
Alpha	1.56%	-

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
Funds Managed	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
Others	8.09	18.48
Large Cap	65.94	51.21
Mid Cap	11.45	16.04
Small Cap	14.52	14.28

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	360 ONE FlexiCap Fund Regular - Growth
Others	6.32	5.61
Energy	4.89	4.33
Technology	9.37	10.37
Consumer Cyclical	9.62	12.5
Basic Materials	12.82	3.83
Consumer Defensive	9.58	0.96
Industrials	5.56	21.91
Financial Services	28.95	27.45
Real Estate	4.51	-
Healthcare	5.82	5.66
Communication Services	1.15	5.4
Utilities	1.4	1.97

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