Axis Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Axis Flexi Cap Fund - Regular Plan - 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	Axis Flexi Cap Fund - Regular Plan - Growth
Fund	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3263 Cr	₹12824 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2018	24 Nov 2017
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	69.17%	30%
Expense Ratio	1.94	1.73
Manager	Amey Sathe	Shreyash Devalkar
ISIN Code	INF277K019K2	INF846K01B51
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	Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	3.66%	4.02%
6 Month	9.94%	4.02%
1 Year	10.21%	7.78%
3 Year	20.39%	19.39%
5 Year	20%	18.91%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	10.98%	11.27%
1 Year	17.58%	14.15%
3 Year	19.99%	18.44%
5 Year	17.23%	15.48%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	13.43%	12.08%
3 Year	15.32%	14.02%
5 Year	15.31%	14.15%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	11.4%	14.62%
Sharp	0.88%	0.62%
Beta	0.8%	0.96%
Alpha	0.89%	-1.75%

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Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Name	Amey Sathe	Shreyash Devalkar
Total AUM	₹11910 Cr	₹166770 Cr
Funds Managed	4	14
	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	6.37	6.55
Large Cap	58.68	64.6
Mid Cap	13.77	17.3
Small Cap	21.18	11.55

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	4.72	6.27
Petroleum Products	4.72	-
Cement & Cement Products	6.74	-
Personal Products	3.11	-
Construction	3.86	-
Finance	10.08	-
Ferrous Metals	2.64	-
Consumer Durables	3.92	-
Non - Ferrous Metals	0.9	-
Insurance	1.14	-
Pharmaceuticals & Biotechnology	3.06	-
Banks	23.7	-
Realty	2.35	-
Agricultural, Commercial & Construction Vehicles	1.46	-
Industrial Manufacturing	0.07	-
Telecom - Services	1.49	-
Diversified FMCG	2.45	-
Retailing	4.7	-
Food Products	1.88	-
Leisure Services	1.18	-
Transport Services	0.37	-
Auto Components	2.68	-
Healthcare Services	2.01	-
IT - Software	4.12	-
Automobiles	3.14	-
Fertilizers & Agrochemicals	0.38	-
Transport Infrastructure	1.17	-
Capital Markets	1.96	-
Technology	-	8.43
Consumer Cyclical	-	17.8
Healthcare	-	8.68
Financial Services	-	26.2
Industrials	-	13.04
Basic Materials	-	5.19
Consumer Defensive	-	3.07
Utilities	-	3.16
Communication Services	-	4.18
Real Estate	-	3.99