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Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3388 Cr | ₹2087 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2018 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 69.17% | 42% |
| Expense Ratio | 1.94 | 2 |
| Manager | Amey Sathe | Dwijendra Srivastava |
| ISIN Code | INF277K019K2 | INF903JA1LB8 |
| 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 | Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | -0.78% | 0.78% |
| 6 Month | 11.98% | 11.83% |
| 1 Year | 5.04% | 4.44% |
| 3 Year | 15.36% | - |
| 5 Year | 17.53% | - |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.14% | 4.75% |
| 1 Year | 5.69% | 8.42% |
| 3 Year | 14.71% | - |
| 5 Year | 14.05% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 13.08% | 21.77% |
| 3 Year | 15.55% | - |
| 5 Year | 15.57% | - |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.4% | - |
| Sharp | 0.91% | - |
| Beta | 0.81% | - |
| Alpha | 1.15% | - |
Fund Managers
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Amey Sathe | Dwijendra Srivastava |
| Total AUM | ₹11910 Cr | ₹14140 Cr |
| Funds Managed | 4 | 14 |
| Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 6.12 | 9.83 |
| Large Cap | 59.56 | 68.68 |
| Mid Cap | 14.99 | 10.31 |
| Small Cap | 19.33 | 11.17 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 4.36 | 8.93 |
| Energy | 4.1 | 5.09 |
| Technology | 7.7 | 3.81 |
| Basic Materials | 13.44 | 5.92 |
| Consumer Defensive | 11.73 | 8.66 |
| Industrials | 7.9 | 12.86 |
| Financial Services | 32.59 | 30.38 |
| Real Estate | 2.72 | - |
| Healthcare | 4.39 | 6.87 |
| Communication Services | 1.22 | 4.6 |
| Consumer Cyclical | 9.85 | 9.98 |
| Utilities | - | 2.91 |
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