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)	₹3476 Cr	₹8631 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	1.41%	2.36%
6 Month	6.49%	8.95%
1 Year	5.91%	6.11%
3 Year	15.84%	14.21%
5 Year	16.95%	16.14%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	2.72%	3.01%
1 Year	13.91%	13.57%
3 Year	15.52%	15.41%
5 Year	14.38%	13.18%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	12.92%	10.74%
3 Year	15.49%	14.15%
5 Year	15.78%	14.69%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	11.4%	13.15%
Sharp	0.83%	0.58%
Beta	0.81%	0.95%
Alpha	0.8%	-1.29%

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	4.29	14.52
Large Cap	62.72	53.81
Mid Cap	16.39	19.39
Small Cap	16.6	12.28

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.47	7.37
Petroleum Products	3.92	-
IT - Software	9.47	-
Retailing	6.19	-
Cement & Cement Products	6.96	-
Personal Products	3.09	-
Construction	3.88	-
Finance	8.86	-
Ferrous Metals	2.71	-
Consumer Durables	3.81	-
Non - Ferrous Metals	1.32	-
Insurance	1.24	-
Banks	20.25	-
Realty	2.72	-
Agricultural, Commercial & Construction Vehicles	2.83	-
Pharmaceuticals & Biotechnology	1.93	-
Telecom - Services	1.13	-
Diversified FMCG	2.89	-
Food Products	3.02	-
Leisure Services	1.09	-
Transport Services	0.2	-
Healthcare Services	1.92	-
Auto Components	2.31	-
Automobiles	3.23	-
Transport Infrastructure	1.21	-
Capital Markets	1.35	-
Technology	-	7.17
Consumer Cyclical	-	17.63
Healthcare	-	9.57
Financial Services	-	28.33
Basic Materials	-	5.87
Industrials	-	14.52
Communication Services	-	4.64
Consumer Defensive	-	0.46
Real Estate	-	3.2
Utilities	-	1.25