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)	₹3263 Cr	₹2055 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	3.53%	2.7%
6 Month	7.45%	1.87%
1 Year	8.85%	7%
3 Year	20.25%	-
5 Year	19.71%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
6 Month	10.98%	9.48%
1 Year	17.58%	12.43%
3 Year	19.99%	-
5 Year	17.23%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
1 Year	13.43%	23.46%
3 Year	15.32%	-
5 Year	15.31%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	11.4%	-
Sharp	0.88%	-
Beta	0.8%	-
Alpha	0.89%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	6.37	2.95
Large Cap	58.68	71.33
Mid Cap	13.77	13.08
Small Cap	21.18	12.64

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Others	4.72	3.46
Petroleum Products	4.72	-
Cement & Cement Products	6.74	-
Personal Products	3.11	-
Construction	3.86	-
Finance	10.08	-
Ferrous Metals	2.64	-
Consumer Durables	3.92	-
Non - Ferrous Metals	0.9	-
Insurance	1.14	-
Pharmaceuticals & Biotechnology	3.06	-
Banks	23.7	-
Realty	2.35	-
Agricultural, Commercial & Construction Vehicles	1.46	-
Industrial Manufacturing	0.07	-
Telecom - Services	1.49	-
Diversified FMCG	2.45	-
Retailing	4.7	-
Food Products	1.88	-
Leisure Services	1.18	-
Transport Services	0.37	-
Auto Components	2.68	-
Healthcare Services	2.01	-
IT - Software	4.12	-
Automobiles	3.14	-
Fertilizers & Agrochemicals	0.38	-
Transport Infrastructure	1.17	-
Capital Markets	1.96	-
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