Edelweiss Flexi Cap Fund vs Tata Flexi Cap Fund compare

Edelweiss Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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	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)	₹3670 Cr	₹3006 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	-0.46%	-0.78%
6 Month	2.03%	4.38%
1 Year	6.48%	0.69%
3 Year	15.73%	18.26%
5 Year	14.27%	18.21%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	1.86%	2.94%
1 Year	14.14%	16.07%
3 Year	14.81%	16.28%
5 Year	13.94%	16.39%

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.36%	11.73%
3 Year	15.61%	15.58%
5 Year	15.89%	15.23%

Risk Management

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	11.4%	13.34%
Sharp	0.86%	0.82%
Beta	0.82%	0.99%
Alpha	1.56%	2.43%

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	8.06	8.28
Large Cap	65.81	56.87
Mid Cap	14.14	26.59
Small Cap	11.99	8.25

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	6.96	1.91
Energy	5.27	4.93
Technology	11.52	11.8
Consumer Cyclical	10.91	12.62
Consumer Defensive	8.67	5.89
Industrials	6.2	10.94
Financial Services	27.07	31.92
Basic Materials	11.95	6.49
Real Estate	2.68	1.72
Healthcare	5.13	6.9
Communication Services	1.68	2.55
Utilities	1.97	2.33

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