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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) | ₹3394 Cr | ₹2777 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 | 3.95% | 3.34% |
| 6 Month | 16.27% | 15.29% |
| 1 Year | 1.24% | -2.86% |
| 3 Year | 14.74% | 17.17% |
| 5 Year | 17.53% | 21.81% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.96% | 4.3% |
| 1 Year | 14.67% | 9.97% |
| 3 Year | 16.67% | 17.38% |
| 5 Year | 15% | 17.26% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.08% | 12.79% |
| 3 Year | 15.55% | 15.26% |
| 5 Year | 15.57% | 14.89% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.4% | 13.56% |
| Sharp | 0.75% | 0.74% |
| Beta | 0.8% | 0.98% |
| Alpha | 1.17% | 2.34% |
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 | 6.12 | 7.31 |
| Large Cap | 59.56 | 61.51 |
| Mid Cap | 14.99 | 23.05 |
| Small Cap | 19.33 | 8.13 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.36 | 2.1 |
| Energy | 4.1 | 5.21 |
| Technology | 7.7 | 11.3 |
| Basic Materials | 13.44 | 5.8 |
| Consumer Defensive | 11.73 | 6.11 |
| Industrials | 7.9 | 11.72 |
| Financial Services | 32.59 | 29.86 |
| Real Estate | 2.72 | 2.03 |
| Healthcare | 4.39 | 7.95 |
| Communication Services | 1.22 | 2.57 |
| Consumer Cyclical | 9.85 | 12.48 |
| Utilities | - | 2.87 |
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