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Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3388 Cr | ₹13084 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 | -0.78% | 0.19% |
| 6 Month | 11.98% | 14.94% |
| 1 Year | 5.04% | 4.91% |
| 3 Year | 15.36% | 13.9% |
| 5 Year | 17.53% | 16.95% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.14% | 4.57% |
| 1 Year | 5.69% | 7.61% |
| 3 Year | 14.71% | 15.14% |
| 5 Year | 14.05% | 13.34% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.08% | 11.22% |
| 3 Year | 15.55% | 14.21% |
| 5 Year | 15.57% | 14.46% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.4% | 13.15% |
| Sharp | 0.91% | 0.63% |
| Beta | 0.81% | 0.92% |
| Alpha | 1.15% | -1.02% |
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 | 6.12 | 11.57 |
| Large Cap | 59.56 | 57.51 |
| Mid Cap | 14.99 | 18.76 |
| Small Cap | 19.33 | 12.16 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.36 | 5.23 |
| Energy | 4.1 | - |
| Technology | 7.7 | 5.8 |
| Basic Materials | 13.44 | 6.13 |
| Consumer Defensive | 11.73 | 1.35 |
| Industrials | 7.9 | 15.2 |
| Financial Services | 32.59 | 29.21 |
| Real Estate | 2.72 | 3.96 |
| Healthcare | 4.39 | 10.41 |
| Communication Services | 1.22 | 4.67 |
| Consumer Cyclical | 9.85 | 16.61 |
| Utilities | - | 1.44 |
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