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360 ONE FlexiCap Fund Regular vs Tata Flexi Cap Fund compare

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

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tortoise-icon 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) ₹3388 Cr ₹1968 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 -1.33% -2.34%
6 Month 13.15% 9.9%
1 Year 0.68% -6.21%
3 Year 15.16% -
5 Year 16.69% -

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth
6 Month 0.95% -0.13%
1 Year 6.34% -0.88%
3 Year 14.76% -
5 Year 14.2% -

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth
1 Year 13.08% 20.52%
3 Year 15.55% -
5 Year 15.57% -

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth 360 ONE FlexiCap Fund Regular - Growth
Standard Deviation 11.4% -
Sharp 0.91% -
Beta 0.81% -
Alpha 1.15% -

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 6.12 14.26
Large Cap 59.56 49.54
Mid Cap 14.99 17.9
Small Cap 19.33 18.31

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

360 ONE FlexiCap Fund Regular - Growth

Others 4.36 3.78
Energy 4.1 4.18
Technology 7.7 11.85
Basic Materials 13.44 2.45
Consumer Defensive 11.73 -
Industrials 7.9 21.26
Financial Services 32.59 25.87
Real Estate 2.72 -
Healthcare 4.39 7.56
Communication Services 1.22 6.64
Consumer Cyclical 9.85 15.59
Utilities - 0.81

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