Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Month | 4.45% | 3.18% |
6 Month | -0.59% | -1.61% |
1 Year | 10.06% | 7.87% |
3 Year | 14.63% | - |
5 Year | 19.22% | - |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 4.52% | 1.74% |
1 Year | 4.49% | -0.24% |
3 Year | 16.92% | - |
5 Year | 15.74% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 11.4% | - |
Sharp | 0.45% | - |
Beta | 0.8% | - |
Alpha | - | - |
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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 | 3.13 | 2.95 |
Large Cap | 58.34 | 71.33 |
Mid Cap | 14.68 | 13.08 |
Small Cap | 23.85 | 12.64 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 3.02 | 3.46 |
Energy | 4.28 | 5.61 |
Basic Materials | 9.55 | 5.37 |
Consumer Defensive | 9.62 | 6.69 |
Industrials | 7.26 | 13.77 |
Financial Services | 40.02 | 31.92 |
Healthcare | 7.59 | 7.21 |
Technology | 5.01 | 8.91 |
Communication Services | 1.35 | 5.94 |
Consumer Cyclical | 11.56 | 9.69 |
Real Estate | 0.75 | - |
Utilities | - | 1.44 |
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