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Axis Flexi Cap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3618 Cr | ₹13319 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.15% | -0.91% |
| 6 Month | 3.75% | 4.69% |
| 1 Year | 9.99% | 7.59% |
| 3 Year | 16.34% | 14.42% |
| 5 Year | 16.11% | 14.69% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.27% | 0.74% |
| 1 Year | 12.74% | 11.16% |
| 3 Year | 14.98% | 14.35% |
| 5 Year | 14.06% | 12.59% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.57% | 10.28% |
| 3 Year | 15.55% | 14.2% |
| 5 Year | 15.91% | 14.86% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.4% | 13.15% |
| Sharp | 0.87% | 0.58% |
| Beta | 0.81% | 0.95% |
| Alpha | 1.24% | -1.29% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.09 | 14.1 |
| Large Cap | 65.94 | 53.66 |
| Mid Cap | 11.45 | 19.73 |
| Small Cap | 14.52 | 12.51 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.32 | 6.62 |
| Energy | 4.89 | - |
| Technology | 9.37 | 6.99 |
| Consumer Cyclical | 9.62 | 17.57 |
| Basic Materials | 12.82 | 5.8 |
| Consumer Defensive | 9.58 | 0.47 |
| Industrials | 5.56 | 14.52 |
| Financial Services | 28.95 | 28.81 |
| Real Estate | 4.51 | 3.56 |
| Healthcare | 5.82 | 9.43 |
| Communication Services | 1.15 | 4.92 |
| Utilities | 1.4 | 1.31 |
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