Canara Robeco Flexicap Fund vs Tata Flexi Cap Fund compare

Canara Robeco Flexicap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Canara Robeco Flexicap Fund - Regular Plan - Growth Option

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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	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)	₹3699 Cr	₹13760 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	-3.53%	-4.36%
6 Month	-1.55%	-1.72%
1 Year	10.17%	10.26%
3 Year	16.92%	15.24%
5 Year	13.39%	14.1%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Canara Robeco Flexicap Fund - Regular Plan - Growth Option
6 Month	-3.3%	-4.4%
1 Year	-0.34%	-1.02%
3 Year	10.31%	9.42%
5 Year	11.74%	11.26%

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Canara Robeco Flexicap Fund - Regular Plan - Growth Option
1 Year	12.2%	15.11%
3 Year	15.66%	15.2%
5 Year	15.78%	14.5%

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	0.94%	0.82%
Beta	0.82%	0.9%
Alpha	1.6%	-0.08%

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	9.69	8.09
Large Cap	63.58	68.83
Mid Cap	14.78	20.3
Small Cap	11.95	2.78

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Canara Robeco Flexicap Fund - Regular Plan - Growth Option
Others	7.58	2.66
Energy	5.42	4.31
Technology	10.42	8.86
Consumer Cyclical	10.32	17.16
Consumer Defensive	8.7	6.87
Industrials	6.41	11.88
Financial Services	26.27	28.45
Basic Materials	12.53	6.01
Healthcare	4.92	6.58
Real Estate	3.54	1.07
Communication Services	1.72	4.04
Utilities	2.18	2.12

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