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)	₹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

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%	-

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%	-

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%	-

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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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	4.43	2.95
Large Cap	59.44	71.33
Mid Cap	13.52	13.08
Small Cap	22.61	12.64

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