DSP Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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DSP 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	DSP Flexi Cap Fund - Regular Plan - Growth
Fund	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3618 Cr	₹12198 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2018	07 Jun 2007
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	69.17%	29%
Expense Ratio	1.94	1.74
Manager	Amey Sathe	Rohit Singhania
ISIN Code	INF277K019K2	INF740K01037
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	DSP Flexi Cap Fund - Regular Plan - 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	DSP Flexi Cap Fund - Regular Plan - Growth
1 Month	0.91%	0.76%
6 Month	4.24%	3.46%
1 Year	5.43%	1.04%
3 Year	15.59%	16.76%
5 Year	15.26%	16.75%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
6 Month	2.2%	2.88%
1 Year	13.96%	13.05%
3 Year	14.78%	14.6%
5 Year	13.98%	14.55%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
1 Year	12.39%	11.35%
3 Year	15.62%	14.61%
5 Year	15.9%	14.88%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	11.4%	13.45%
Sharp	0.86%	0.84%
Beta	0.82%	0.93%
Alpha	1.56%	1.65%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Name	Amey Sathe	Rohit Singhania
Total AUM	₹11910 Cr	₹46862 Cr
Funds Managed	4	7
	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Others	8.09	2.15
Large Cap	66.17	58.36
Mid Cap	11.21	22.85
Small Cap	14.53	16.64

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Others	6.31	2.15
Petroleum Products	4.11	2.16
IT - Software	9.37	9.08
Retailing	3.66	1.81
Personal Products	2.99	0.39
Construction	4.26	1.55
Finance	7.62	12.22
Ferrous Metals	2.47	-
Consumer Durables	3.75	4.52
Non - Ferrous Metals	0.34	0.84
Insurance	2.48	3.81
Banks	18.85	22.05
Realty	4.52	0.1
Pharmaceuticals & Biotechnology	3.92	7.21
Cement & Cement Products	6.09	1.65
Telecom - Services	1.15	3.96
Diversified FMCG	2.9	1.53
Food Products	1.39	-
Leisure Services	0.9	-
Oil	0.78	0.96
Chemicals & Petrochemicals	1.08	2.05
Healthcare Services	1.91	2.23
Auto Components	2.3	4.95
Automobiles	3.13	1.85
Fertilizers & Agrochemicals	0.54	0.07
Power	1.4	-
Transport Infrastructure	1.3	-
Textiles & Apparels	0.48	0.68
Capital Markets	-	1.42
Electrical Equipment	-	2.13
Gas	-	1.19
Industrial Products	-	4.93
Beverages	-	2.51