Nippon India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Fund | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9098 Cr | ₹3394 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Aug 2021 | 06 Sep 2018 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 69% | 69.17% |
Expense Ratio | 1.74 | 1.94 |
Manager | Kinjal Desai | Amey Sathe |
ISIN Code | INF204KC1097 | INF277K019K2 |
Exits Load | Nippon India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 2.92% | 3.51% |
6 Month | 17.33% | 16.79% |
1 Year | -3.94% | 0.97% |
3 Year | 14.87% | 14.6% |
5 Year | - | 17.11% |
SIP Return Analysis
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 4.44% | 3.96% |
1 Year | 10.98% | 14.67% |
3 Year | 14.88% | 16.67% |
5 Year | - | 15% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 15.49% | 13.08% |
3 Year | 16.06% | 15.55% |
5 Year | - | 15.57% |
Risk Management
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.94% | 11.4% |
Sharp | 0.68% | 0.75% |
Beta | 0.94% | 0.8% |
Alpha | 0.1% | 1.17% |
Fund Managers
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Name | Kinjal Desai | Amey Sathe |
Total AUM | ₹81302 Cr | ₹11910 Cr |
Funds Managed | 16 | 4 |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 8.4 | 6.12 |
Large Cap | 58.69 | 59.56 |
Mid Cap | 16.81 | 14.99 |
Small Cap | 16.09 | 19.33 |
Sector Allocation
Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 4.21 | 4.36 |
Energy | 5.47 | 4.1 |
Industrials | 15.61 | 7.9 |
Technology | 8.82 | 7.7 |
Consumer Cyclical | 15.21 | 9.85 |
Financial Services | 27.76 | 32.59 |
Consumer Defensive | 6.33 | 11.73 |
Basic Materials | 4.09 | 13.44 |
Healthcare | 5.49 | 4.39 |
Utilities | 3.32 | - |
Communication Services | 2.88 | 1.22 |
Real Estate | 0.8 | 2.72 |
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