Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Sundaram Flexicap Fund Regular 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	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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
1 Month	0.91%	0.8%
6 Month	4.24%	5.1%
1 Year	5.43%	3.63%
3 Year	15.59%	13.92%
5 Year	15.26%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
6 Month	2.29%	3.14%
1 Year	14.22%	15.3%
3 Year	15.34%	14.2%
5 Year	14.39%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
1 Year	12.39%	18.27%
3 Year	15.62%	14.18%
5 Year	15.9%	-

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%

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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Others	8.09	6.11
Large Cap	66.17	73.41
Mid Cap	11.21	9.72
Small Cap	14.53	10.77

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Others	6.31	6.11
Petroleum Products	4.11	-
IT - Software	9.37	-
Retailing	3.66	-
Personal Products	2.99	-
Construction	4.26	-
Finance	7.62	-
Ferrous Metals	2.47	-
Consumer Durables	3.75	-
Non - Ferrous Metals	0.34	-
Insurance	2.48	-
Banks	18.85	-
Realty	4.52	-
Pharmaceuticals & Biotechnology	3.92	-
Cement & Cement Products	6.09	-
Telecom - Services	1.15	-
Diversified FMCG	2.9	-
Food Products	1.39	-
Leisure Services	0.9	-
Oil	0.78	-
Chemicals & Petrochemicals	1.08	-
Healthcare Services	1.91	-
Auto Components	2.3	-
Automobiles	3.13	-
Fertilizers & Agrochemicals	0.54	-
Power	1.4	-
Transport Infrastructure	1.3	-
Textiles & Apparels	0.48	-
Energy	-	4.76
Technology	-	5.42
Consumer Cyclical	-	10.69
Communication Services	-	5.16
Industrials	-	12.68
Consumer Defensive	-	8.67
Financial Services	-	30.78
Healthcare	-	6.17
Basic Materials	-	5.8
Utilities	-	3.75