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Edelweiss Flexi Cap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2886 Cr | ₹2376 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2018 | 03 Feb 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 69.17% | 49% |
| Expense Ratio | 1.94 | 1.96 |
| Manager | Amey Sathe | Trideep Bhattacharya |
| ISIN Code | INF277K019K2 | INF843K01KN5 |
| 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.45% | 2.94% |
| 6 Month | -0.59% | -4.99% |
| 1 Year | 10.06% | 8.23% |
| 3 Year | 14.63% | 17.71% |
| 5 Year | 19.22% | 23.78% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.52% | 0.5% |
| 1 Year | 4.49% | -4.88% |
| 3 Year | 16.92% | 18.04% |
| 5 Year | 15.74% | 18.63% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.24% | 14.04% |
| 3 Year | 15.51% | 14.98% |
| 5 Year | 15.14% | 14.22% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.4% | 14.087% |
| Sharp | 0.45% | 0.669% |
| Beta | 0.8% | 0.982% |
| Alpha | - | 1.49% |
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Fund Managers
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amey Sathe | Trideep Bhattacharya |
| Total AUM | ₹11910 Cr | ₹0 Cr |
| Funds Managed | 4 | 9 |
| Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.13 | 4.82 |
| Large Cap | 58.34 | 64.14 |
| Mid Cap | 14.68 | 21.94 |
| Small Cap | 23.85 | 9.1 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.02 | 3.68 |
| Energy | 4.28 | 3.64 |
| Basic Materials | 9.55 | 3.32 |
| Consumer Defensive | 9.62 | 5.24 |
| Industrials | 7.26 | 13.92 |
| Financial Services | 40.02 | 29.79 |
| Healthcare | 7.59 | 7.13 |
| Technology | 5.01 | 13.38 |
| Communication Services | 1.35 | 3.41 |
| Consumer Cyclical | 11.56 | 11.36 |
| Real Estate | 0.75 | 1.58 |
| Utilities | - | 3.55 |
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