LIC MF Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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LIC MF Flexi Cap Fund-Growth

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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

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	2.35%	1.5%	1.5%
6 Month	6.42%	-4.69%	-4.69%
1 Year	12.58%	1.02%	1.02%
3 Year	18.02%	15.08%	15.08%
5 Year	21.32%	18.34%	18.34%

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	7.53%	0.91%	0.91%
1 Year	10.56%	-8.56%	-8.56%
3 Year	18.25%	11.38%	11.38%
5 Year	16.28%	12.27%	12.27%

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%

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	0.68%	0.4%	0.4%
Beta	0.8%	0.94%	0.94%
Alpha	0.81%	-3.13%	-3.13%

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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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Others	4.43	3.14	3.14
Large Cap	59.44	32.49	32.49
Mid Cap	13.52	12.22	12.22
Small Cap	22.61	52.13	52.13

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Others	2.95	3.14	3.14
Petroleum Products	4.19	-	-
Cement & Cement Products	6.95	-	-
Personal Products	3.14	0.95	0.95
Construction	4.2	-	-
Finance	10.08	7.81	7.81
Ferrous Metals	2.46	-	-
Consumer Durables	3.64	2.51	2.51
Non - Ferrous Metals	0.69	1.03	1.03
Insurance	2.55	0.61	0.61
Pharmaceuticals & Biotechnology	5.04	6.64	6.64
Banks	23.32	12.61	12.61
Realty	2.13	1.63	1.63
Agricultural, Commercial & Construction Vehicles	1.53	-	-
Industrial Manufacturing	0.71	1.23	1.23
Telecom - Services	1.29	-	-
Diversified FMCG	2.49	2.4	2.4
Retailing	4.7	1.27	1.27
Food Products	1.85	-	-
Leisure Services	1.3	3.73	3.73
Transport Services	0.36	3.2	3.2
Auto Components	2.22	4.97	4.97
Healthcare Services	2.01	1.03	1.03
IT - Software	4.1	4.46	4.46
Automobiles	3.11	3.31	3.31
Transport Infrastructure	1.2	-	-
Capital Markets	1.79	-	-
Industrial Products	-	4.52	4.52
Chemicals & Petrochemicals	-	1.81	1.81
Diversified Metals	-	0.89	0.89
Gas	-	1.36	1.36
Textiles & Apparels	-	4.46	4.46
Other Utilities	-	5.46	5.46
Media	-	0.48	0.48
Commercial Services & Supplies	-	2.28	2.28
Electrical Equipment	-	5.22	5.22
IT - Services	-	1.11	1.11
Agricultural Food & other Products	-	2.4	2.4
Power	-	4.23	4.23
Beverages	-	2.36	2.36
Household Products	-	0.87	0.87