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Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare

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

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tortoise-icon Axis Flexi Cap Fund - Regular Plan - 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 Axis Flexi Cap Fund - Regular Plan - Growth
Fund Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2886 Cr ₹12125 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2018 24 Nov 2017
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 69.17% 30%
Expense Ratio 1.94 1.73
Manager Amey Sathe Shreyash Devalkar
ISIN Code INF277K019K2 INF846K01B51
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 Axis Flexi Cap Fund - 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 Axis Flexi Cap Fund - Regular Plan - Growth
1 Month 5.5% 5.74%
6 Month -2.04% -3.74%
1 Year 11.34% 8.52%
3 Year 16.04% 13.94%
5 Year 19.81% 18.28%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month 2.71% 0.32%
1 Year 1.1% -4.07%
3 Year 14.95% 12.88%
5 Year 14.42% 12.32%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 14.24% 13.49%
3 Year 15.51% 14.2%
5 Year 15.14% 14.04%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 11.4% 14.57%
Sharp 0.68% 0.141%
Beta 0.8% 0.948%
Alpha 0.81% -4.284%

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Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Name Amey Sathe Shreyash Devalkar
Total AUM ₹11910 Cr ₹166770 Cr
Funds Managed 4 14
Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 4.43 6.55
Large Cap 59.44 64.6
Mid Cap 13.52 17.3
Small Cap 22.61 11.55

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 2.95 6.27
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 -
Technology - 8.43
Consumer Cyclical - 17.8
Healthcare - 8.68
Financial Services - 26.2
Industrials - 13.04
Basic Materials - 5.19
Consumer Defensive - 3.07
Utilities - 3.16
Communication Services - 4.18
Real Estate - 3.99

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