Canara Robeco Flexicap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3670 Cr | ₹13928 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2018 | 16 Sep 2003 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 69.17% | 30% |
| Expense Ratio | 1.94 | 1.69 |
| Manager | Amey Sathe | Shridatta Bhandwaldar |
| ISIN Code | INF277K019K2 | INF760K01019 |
| 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 | Canara Robeco Flexi Cap 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 | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.5% | -1.1% |
| 6 Month | 0.45% | 1.21% |
| 1 Year | 10.28% | 6.76% |
| 3 Year | 16.96% | 15.88% |
| 5 Year | 14.39% | 15.39% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.79% | 1.51% |
| 1 Year | 11.26% | 12.53% |
| 3 Year | 14.17% | 13.72% |
| 5 Year | 13.83% | 13.69% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.36% | 15.21% |
| 3 Year | 15.61% | 15.18% |
| 5 Year | 15.89% | 14.49% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.4% | 11.94% |
| Sharp | 0.86% | 0.75% |
| Beta | 0.82% | 0.9% |
| Alpha | 1.56% | 0.07% |
Fund Managers
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amey Sathe | Shridatta Bhandwaldar |
| Total AUM | ₹11910 Cr | ₹69491 Cr |
| Funds Managed | 4 | 12 |
| Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.06 | 6.87 |
| Large Cap | 65.81 | 69.25 |
| Mid Cap | 14.14 | 19.92 |
| Small Cap | 11.99 | 3.96 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.96 | 2.63 |
| Energy | 5.27 | 4.25 |
| Technology | 11.52 | 8.6 |
| Consumer Cyclical | 10.91 | 17.3 |
| Consumer Defensive | 8.67 | 7.01 |
| Industrials | 6.2 | 11.97 |
| Financial Services | 27.07 | 28.52 |
| Basic Materials | 11.95 | 5.75 |
| Real Estate | 2.68 | 1.04 |
| Healthcare | 5.13 | 6.84 |
| Communication Services | 1.68 | 3.99 |
| Utilities | 1.97 | 2.11 |
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