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)	₹3394 Cr	₹1975 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	4.11%	3.66%
6 Month	17.46%	14.93%
1 Year	1.73%	-4.01%
3 Year	15.51%	-
5 Year	17.05%	-

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	360 ONE FlexiCap Fund Regular - Growth
6 Month	3.96%	3.86%
1 Year	14.67%	8.53%
3 Year	16.67%	-
5 Year	15%	-

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	0.75%	-
Beta	0.8%	-
Alpha	1.17%	-

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	4.9	12.71
Large Cap	61.8	51.92
Mid Cap	14.91	16.87
Small Cap	18.39	18.5

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	360 ONE FlexiCap Fund Regular - Growth
Others	3.18	2.3
Energy	4	4.16
Technology	9.83	11.32
Basic Materials	13.11	3.65
Consumer Defensive	12.23	1.02
Industrials	8.05	22.21
Financial Services	31.2	24.69
Real Estate	2.63	-
Healthcare	4.34	7.76
Communication Services	1.14	6.1
Consumer Cyclical	10.3	16.8
Utilities	-	0

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