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DSP Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
1 Month 7.09% 7.41%
6 Month 4.66% 0.75%
1 Year 13.94% 13.25%
3 Year 18.48% 21.23%
5 Year 20.93% 23.69%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
6 Month 2.71% 0.3%
1 Year 1.1% -4.68%
3 Year 14.95% 15.38%
5 Year 14.42% 15.62%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
1 Year 14.24% 12.25%
3 Year 15.51% 14.3%
5 Year 15.14% 14.31%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 11.4% 13.45%
Sharp 0.68% 0.7%
Beta 0.8% 0.98%
Alpha 0.81% 1.15%

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Fund Managers

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

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Others 4.43 3.88
Large Cap 59.44 58.07
Mid Cap 13.52 20.5
Small Cap 22.61 17.06

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Others 2.95 3.88
Petroleum Products 4.19 1.55
Cement & Cement Products 6.95 1.69
Personal Products 3.14 0.46
Construction 4.2 1.98
Finance 10.08 14.45
Ferrous Metals 2.46 -
Consumer Durables 3.64 4.57
Non - Ferrous Metals 0.69 0.84
Insurance 2.55 3.06
Pharmaceuticals & Biotechnology 5.04 8.06
Banks 23.32 18.96
Realty 2.13 0.06
Agricultural, Commercial & Construction Vehicles 1.53 -
Industrial Manufacturing 0.71 -
Telecom - Services 1.29 3.78
Diversified FMCG 2.49 2.14
Retailing 4.7 2.25
Food Products 1.85 -
Leisure Services 1.3 -
Transport Services 0.36 -
Auto Components 2.22 5.8
Healthcare Services 2.01 1.21
IT - Software 4.1 8.99
Automobiles 3.11 0.46
Transport Infrastructure 1.2 -
Capital Markets 1.79 1.32
Electrical Equipment - 1.35
Chemicals & Petrochemicals - 2.55
Gas - 1.2
Industrial Products - 4.82
Oil - 0.93
Fertilizers & Agrochemicals - 0.07
Textiles & Apparels - 0.95
Beverages - 2.13

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