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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) | ₹3618 Cr | ₹2130 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 | 1.33% | 2.61% |
| 6 Month | 4.99% | 7.02% |
| 1 Year | 9.88% | 9.41% |
| 3 Year | 15.96% | 14.57% |
| 5 Year | 16.08% | - |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.27% | 2.58% |
| 1 Year | 12.74% | 13.87% |
| 3 Year | 14.98% | 13.87% |
| 5 Year | 14.06% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.57% | 18.27% |
| 3 Year | 15.55% | 14.18% |
| 5 Year | 15.91% | - |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.4% | 11.58% |
| Sharp | 0.87% | 0.67% |
| Beta | 0.81% | 0.85% |
| Alpha | 1.24% | -0.26% |
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 | 4.3 | 4.79 |
| Large Cap | 62.48 | 73.91 |
| Mid Cap | 15.26 | 9.78 |
| Small Cap | 17.95 | 11.52 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.48 | 4.79 |
| Energy | 3.92 | 5.09 |
| Technology | 9.46 | 5.37 |
| Consumer Cyclical | 11.73 | 11.65 |
| Basic Materials | 13.32 | 5.99 |
| Consumer Defensive | 11.56 | 8.64 |
| Industrials | 8.12 | 12.4 |
| Financial Services | 31.7 | 30.46 |
| Real Estate | 2.72 | - |
| Healthcare | 3.85 | 6.88 |
| Communication Services | 1.13 | 4.96 |
| Utilities | - | 3.77 |
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