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) | ₹3394 Cr | ₹13304 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 | 4.4% | 3.04% |
6 Month | 17.26% | 17.81% |
1 Year | 2.11% | 1.81% |
3 Year | 15.61% | 15.86% |
5 Year | 17.21% | 18.88% |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.96% | 5.03% |
1 Year | 14.67% | 14.57% |
3 Year | 16.67% | 16.04% |
5 Year | 15% | 15.02% |
Rolling Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.08% | 15.84% |
3 Year | 15.55% | 15.13% |
5 Year | 15.57% | 14.4% |
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 | 0.75% | 0.71% |
Beta | 0.8% | 0.9% |
Alpha | 1.17% | 0.4% |
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 | 4.9 | 5.73 |
Large Cap | 61.8 | 68.33 |
Mid Cap | 14.91 | 21.39 |
Small Cap | 18.39 | 4.55 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.18 | 3.08 |
Energy | 4 | 3.85 |
Technology | 9.83 | 8.86 |
Basic Materials | 13.11 | 6.01 |
Consumer Defensive | 12.23 | 7.31 |
Industrials | 8.05 | 11.28 |
Financial Services | 31.2 | 27.32 |
Real Estate | 2.63 | 1.06 |
Healthcare | 4.34 | 6.7 |
Communication Services | 1.14 | 3.26 |
Consumer Cyclical | 10.3 | 18.52 |
Utilities | - | 2.76 |
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