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) | ₹2886 Cr | ₹2123 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 | 1.77% | 1.73% |
6 Month | 5.28% | 2.04% |
1 Year | 11.34% | 8.92% |
3 Year | 18.26% | - |
5 Year | 21.56% | - |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 6.83% | 4.46% |
1 Year | 9.06% | 4.47% |
3 Year | 18.16% | - |
5 Year | 16.32% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 14.24% | 25.7% |
3 Year | 15.51% | - |
5 Year | 15.14% | - |
Risk Management
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.4% | - |
Sharp | 0.68% | - |
Beta | 0.8% | - |
Alpha | 0.81% | - |
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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 | 4.43 | 2.95 |
Large Cap | 59.44 | 71.33 |
Mid Cap | 13.52 | 13.08 |
Small Cap | 22.61 | 12.64 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 2.95 | 3.46 |
Petroleum Products | 4.19 | - |
Cement & Cement Products | 6.95 | - |
Personal Products | 3.14 | - |
Construction | 4.2 | - |
Finance | 10.08 | - |
Ferrous Metals | 2.46 | - |
Consumer Durables | 3.64 | - |
Non - Ferrous Metals | 0.69 | - |
Insurance | 2.55 | - |
Pharmaceuticals & Biotechnology | 5.04 | - |
Banks | 23.32 | - |
Realty | 2.13 | - |
Agricultural, Commercial & Construction Vehicles | 1.53 | - |
Industrial Manufacturing | 0.71 | - |
Telecom - Services | 1.29 | - |
Diversified FMCG | 2.49 | - |
Retailing | 4.7 | - |
Food Products | 1.85 | - |
Leisure Services | 1.3 | - |
Transport Services | 0.36 | - |
Auto Components | 2.22 | - |
Healthcare Services | 2.01 | - |
IT - Software | 4.1 | - |
Automobiles | 3.11 | - |
Transport Infrastructure | 1.2 | - |
Capital Markets | 1.79 | - |
Energy | - | 5.61 |
Technology | - | 8.91 |
Financial Services | - | 31.92 |
Consumer Cyclical | - | 9.69 |
Basic Materials | - | 5.37 |
Communication Services | - | 5.94 |
Industrials | - | 13.77 |
Consumer Defensive | - | 6.69 |
Healthcare | - | 7.21 |
Utilities | - | 1.44 |
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