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	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%

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%

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%

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

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