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360 ONE FlexiCap Fund Regular vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
360 ONE FlexiCap Fund Regular - Growth
Chart Comparison
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) | ₹3419 Cr | ₹1878 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 | -3.77% | -2.38% |
| 6 Month | 8.57% | 7.2% |
| 1 Year | 2.73% | -1.45% |
| 3 Year | 14.81% | - |
| 5 Year | 16.97% | - |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.53% | 3.11% |
| 1 Year | 3.75% | -0.53% |
| 3 Year | 14.07% | - |
| 5 Year | 13.66% | - |
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 | 6.99 | 13.84 |
| Large Cap | 58.63 | 49.65 |
| Mid Cap | 14.77 | 15.47 |
| Small Cap | 19.61 | 21.04 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
360 ONE FlexiCap Fund Regular - Growth |
|---|---|---|
| Others | 5.28 | 3.02 |
| Energy | 4.39 | 4.62 |
| Technology | 4.9 | 12.48 |
| Basic Materials | 12.75 | 3.03 |
| Consumer Defensive | 11.18 | 0 |
| Industrials | 7.7 | 17.67 |
| Financial Services | 35 | 29.02 |
| Real Estate | 2.64 | - |
| Healthcare | 4.45 | 6.87 |
| Communication Services | 1.41 | 7.35 |
| Consumer Cyclical | 10.3 | 15.09 |
| Utilities | - | 0.85 |
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