DSP Flexi Cap Fund vs Tata Flexi Cap Fund compare

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)	₹3388 Cr	₹11852 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	-0.78%	-1.5%
6 Month	11.98%	10.62%
1 Year	5.04%	0.66%
3 Year	15.36%	16.42%
5 Year	17.53%	19.78%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
6 Month	2.14%	0.76%
1 Year	5.69%	-0.25%
3 Year	14.71%	14.21%
5 Year	14.05%	14.63%

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
1 Year	13.08%	11.85%
3 Year	15.55%	14.44%
5 Year	15.57%	14.64%

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	0.91%	0.87%
Beta	0.81%	0.92%
Alpha	1.15%	0.86%

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	6.12	13.67
Large Cap	59.56	50.51
Mid Cap	14.99	16.02
Small Cap	19.33	19.8

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Others	4.36	3.33
Energy	4.1	3.05
Technology	7.7	9.1
Basic Materials	13.44	8.69
Consumer Defensive	11.73	6.53
Industrials	7.9	7.58
Financial Services	32.59	40.62
Real Estate	2.72	0.09
Healthcare	4.39	9.55
Communication Services	1.22	3.43
Consumer Cyclical	9.85	6.93
Utilities	-	1.09

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