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) | ₹3263 Cr | ₹13058 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 | 3.81% | 3.48% |
6 Month | 7.52% | 4.31% |
1 Year | 7.77% | 5.41% |
3 Year | 19.91% | 19.75% |
5 Year | 19.51% | 20.91% |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.13% | 10.32% |
1 Year | 16.07% | 14.23% |
3 Year | 18.72% | 17.54% |
5 Year | 16.52% | 16.39% |
Rolling Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.43% | 16.05% |
3 Year | 15.32% | 15.06% |
5 Year | 15.31% | 14.37% |
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 | 0.88% | 0.79% |
Beta | 0.8% | 0.92% |
Alpha | 0.89% | -0.8% |
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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 | 6.85 | 4.38 |
Large Cap | 57.85 | 70.63 |
Mid Cap | 13.74 | 19.58 |
Small Cap | 21.56 | 5.43 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.27 | 4.38 |
Petroleum Products | 4.57 | 3.65 |
Cement & Cement Products | 6.97 | 2.86 |
Personal Products | 2.92 | 0.75 |
Construction | 4.2 | 2.75 |
Finance | 9.76 | 4.6 |
Ferrous Metals | 2.54 | - |
Consumer Durables | 4.38 | 2.17 |
Non - Ferrous Metals | 0.87 | 0.48 |
Insurance | 1.32 | 2.5 |
Banks | 22.69 | 19.04 |
Realty | 2.33 | 1.18 |
Agricultural, Commercial & Construction Vehicles | 1.43 | - |
Pharmaceuticals & Biotechnology | 2.66 | 6.01 |
Telecom - Services | 1.34 | 2.65 |
Diversified FMCG | 2.31 | 2.27 |
Retailing | 4.46 | 5.22 |
Food Products | 2.93 | - |
Leisure Services | 1.13 | 0.79 |
Transport Services | 0.34 | 1.2 |
Auto Components | 2.91 | 3.07 |
Healthcare Services | 1.9 | 1.31 |
IT - Software | 4.05 | 7.71 |
Automobiles | 3.02 | 5.21 |
Fertilizers & Agrochemicals | 0.56 | 0.97 |
Transport Infrastructure | 1.32 | - |
Capital Markets | 1.82 | 2.86 |
Electrical Equipment | - | 4 |
Agricultural Food & other Products | - | 1.6 |
Beverages | - | 1.16 |
Power | - | 2.9 |
Aerospace & Defense | - | 1.92 |
Industrial Products | - | 2.32 |
Chemicals & Petrochemicals | - | 1 |
Financial Technology (Fintech) | - | 0.89 |
Household Products | - | 0.6 |
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