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) | ₹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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