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LIC MF Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon LIC MF Flexi Cap Fund-Growth

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tortoise-icon LIC MF 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 LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
Fund Tata Flexi Cap Fund -Regular Plan-Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹2886 Cr ₹992 Cr ₹992 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 06 Sep 2018 13 Jan 1993 13 Jan 1993
Category Flexi Cap Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 69.17% % 109%
Expense Ratio 1.94 2.25 2.25
Manager Amey Sathe Jaiprakash Toshniwal Jaiprakash Toshniwal
ISIN Code INF277K019K2 INF767K01071 INF767K01071
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 LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Flexi Cap Fund - 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 LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
1 Month 4.45% 0.8% 0.8%
6 Month -0.59% -12.48% -12.48%
1 Year 10.06% -1.46% -1.46%
3 Year 14.63% 11.37% 11.37%
5 Year 19.22% 15.33% 15.33%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
6 Month 4.52% -3.74% -3.74%
1 Year 4.49% -15.65% -15.65%
3 Year 16.92% 9.73% 9.73%
5 Year 15.74% 11.49% 11.49%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
1 Year 14.24% 10.8% 10.8%
3 Year 15.51% 9.48% 9.48%
5 Year 15.14% 9.99% 9.99%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
Standard Deviation 11.4% 11.99% 11.99%
Sharp 0.45% 0.26% 0.26%
Beta 0.8% 0.96% 0.96%
Alpha - -2.86% -2.86%

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Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
Name Amey Sathe Jaiprakash Toshniwal Jaiprakash Toshniwal
Total AUM ₹11910 Cr ₹2153 Cr ₹2153 Cr
Funds Managed 4 3 3
Tata Flexi Cap Fund -Regular Plan-Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

LIC MF Flexi Cap Fund-Growth

LIC MF Flexi Cap Fund-Regular Plan-Growth

Others 3.13 7.76 7.76
Large Cap 58.34 31.83 31.83
Mid Cap 14.68 12.53 12.53
Small Cap 23.85 47.88 47.88

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

LIC MF Flexi Cap Fund-Growth

LIC MF Flexi Cap Fund-Regular Plan-Growth

Others 3.02 5.31 5.31
Energy 4.28 0 0
Basic Materials 9.55 9.9 9.9
Consumer Defensive 9.62 9.18 9.18
Industrials 7.26 16.4 16.4
Financial Services 40.02 20.63 20.63
Healthcare 7.59 6.83 6.83
Technology 5.01 5.94 5.94
Communication Services 1.35 2.13 2.13
Consumer Cyclical 11.56 16.26 16.26
Real Estate 0.75 2.21 2.21
Utilities - 5.21 5.21

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