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)	₹3476 Cr	₹2064 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	1.41%	2.5%
6 Month	6.49%	7.52%
1 Year	5.91%	6.73%
3 Year	15.84%	14.49%
5 Year	16.95%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
6 Month	2.72%	3.4%
1 Year	13.91%	13.97%
3 Year	15.52%	14.14%
5 Year	14.38%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
1 Year	12.92%	18.27%
3 Year	15.49%	14.18%
5 Year	15.78%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	11.4%	11.58%
Sharp	0.83%	0.67%
Beta	0.81%	0.85%
Alpha	0.8%	-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	4.29	4.79
Large Cap	62.72	73.91
Mid Cap	16.39	9.78
Small Cap	16.6	11.52

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Others	2.47	4.79
Petroleum Products	3.92	-
IT - Software	9.47	-
Retailing	6.19	-
Cement & Cement Products	6.96	-
Personal Products	3.09	-
Construction	3.88	-
Finance	8.86	-
Ferrous Metals	2.71	-
Consumer Durables	3.81	-
Non - Ferrous Metals	1.32	-
Insurance	1.24	-
Banks	20.25	-
Realty	2.72	-
Agricultural, Commercial & Construction Vehicles	2.83	-
Pharmaceuticals & Biotechnology	1.93	-
Telecom - Services	1.13	-
Diversified FMCG	2.89	-
Food Products	3.02	-
Leisure Services	1.09	-
Transport Services	0.2	-
Healthcare Services	1.92	-
Auto Components	2.31	-
Automobiles	3.23	-
Transport Infrastructure	1.21	-
Capital Markets	1.35	-
Energy	-	5.09
Technology	-	5.37
Consumer Cyclical	-	11.65
Communication Services	-	4.96
Industrials	-	12.4
Consumer Defensive	-	8.64
Financial Services	-	30.46
Healthcare	-	6.88
Basic Materials	-	5.99
Utilities	-	3.77