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Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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% -

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 0.68% -
Beta 0.8% -
Alpha 0.81% -

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

Sector Allocation

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

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