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)	₹2886 Cr	₹11033 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	2.59%	2.77%
6 Month	2.39%	-2.11%
1 Year	9.04%	7.34%
3 Year	19.15%	22.57%
5 Year	19.93%	22.58%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
6 Month	8.65%	7.74%
1 Year	11.42%	6.4%
3 Year	17.64%	18.29%
5 Year	15.87%	17.25%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
1 Year	13.43%	12.11%
3 Year	15.32%	14.33%
5 Year	15.31%	14.5%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	11.4%	13.45%
Sharp	0.88%	0.89%
Beta	0.8%	0.98%
Alpha	0.89%	1.21%

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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	6.37	5.09
Large Cap	58.68	58.83
Mid Cap	13.77	19.63
Small Cap	21.18	16.45

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Others	4.72	5.09
Petroleum Products	4.72	1.69
Cement & Cement Products	6.74	1.68
Personal Products	3.11	0.48
Construction	3.86	1.8
Finance	10.08	13.78
Ferrous Metals	2.64	-
Consumer Durables	3.92	4.42
Non - Ferrous Metals	0.9	0.75
Insurance	1.14	3.31
Pharmaceuticals & Biotechnology	3.06	7.98
Banks	23.7	21.27
Realty	2.35	0.06
Agricultural, Commercial & Construction Vehicles	1.46	-
Industrial Manufacturing	0.07	-
Telecom - Services	1.49	4.27
Diversified FMCG	2.45	1.56
Retailing	4.7	2.26
Food Products	1.88	-
Leisure Services	1.18	-
Transport Services	0.37	-
Auto Components	2.68	5.33
Healthcare Services	2.01	1.43
IT - Software	4.12	8.29
Automobiles	3.14	0.43
Fertilizers & Agrochemicals	0.38	0.07
Transport Infrastructure	1.17	-
Capital Markets	1.96	1.22
Electrical Equipment	-	1.3
Chemicals & Petrochemicals	-	2.48
Gas	-	1.21
Industrial Products	-	3.9
Oil	-	0.97
Textiles & Apparels	-	0.86
Beverages	-	2.11