Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare

Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare

Link copied to clipboard!

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

Sundaram Flexicap Fund Regular Growth

Invest Now

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)	₹3699 Cr	₹2128 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	-3.29%	-3.64%
6 Month	-1.76%	-1.3%
1 Year	8.83%	8.29%
3 Year	15.91%	14.01%
5 Year	12.89%	-

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
6 Month	-	-0.39%
1 Year	7.72%	7.83%
3 Year	12.65%	11.26%
5 Year	12.93%	-

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
1 Year	12.2%	14.72%
3 Year	15.66%	14.7%
5 Year	15.78%	-

Risk Management

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	11.4%	8.4%
Sharp	0.94%	0.8%
Beta	0.82%	0.85%
Alpha	1.6%	-0.15%

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	9.69	3.18
Large Cap	63.58	73.83
Mid Cap	14.78	9.03
Small Cap	11.95	13.97

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Others	7.58	2.29
Energy	5.42	5.03
Technology	10.42	9.13
Consumer Cyclical	10.32	11.3
Consumer Defensive	8.7	8.34
Industrials	6.41	12.16
Financial Services	26.27	29.44
Basic Materials	12.53	6.06
Healthcare	4.92	7.17
Real Estate	3.54	-
Communication Services	1.72	5.42
Utilities	2.18	3.64

Top Comparisons

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.12%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns7.1%

Compare Now

Nippon India Value Fund- Growth Plan

3Y Returns20.87%

VS

Tata Value Fund - Regular Plan - Growth Option

3Y Returns18.59%

Compare Now

Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Quant Multi Cap Fund-Growth

3Y Returns7.91%

Compare Now

Franklin India Dividend Yield Fund - Growth Plan

3Y Returns16.64%

VS

UTI-Dividend Yield Fund.-Growth

3Y Returns20.03%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully