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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) | ₹3394 Cr | ₹12796 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 | 4.11% | 3.17% |
| 6 Month | 17.46% | 19.1% |
| 1 Year | 1.73% | 0.81% |
| 3 Year | 15.51% | 14.49% |
| 5 Year | 17.05% | 17.06% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.96% | 5.03% |
| 1 Year | 14.67% | 14.26% |
| 3 Year | 16.67% | 16.41% |
| 5 Year | 15% | 13.86% |
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% | 13.22% |
| Sharp | 0.75% | 0.48% |
| Beta | 0.8% | 0.93% |
| Alpha | 1.17% | -1.04% |
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 | 4.9 | 14.05 |
| Large Cap | 61.8 | 55.33 |
| Mid Cap | 14.91 | 18.58 |
| Small Cap | 18.39 | 12.03 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.18 | 7.62 |
| Energy | 4 | - |
| Technology | 9.83 | 5.85 |
| Basic Materials | 13.11 | 6.11 |
| Consumer Defensive | 12.23 | 0.51 |
| Industrials | 8.05 | 15.26 |
| Financial Services | 31.2 | 27.76 |
| Real Estate | 2.63 | 3.34 |
| Healthcare | 4.34 | 9.89 |
| Communication Services | 1.14 | 4.71 |
| Consumer Cyclical | 10.3 | 17.65 |
| Utilities | - | 1.28 |
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