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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) | ₹3699 Cr | ₹13026 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 | -3.53% | -4.43% |
| 6 Month | -1.55% | -5.39% |
| 1 Year | 10.17% | 6.35% |
| 3 Year | 16.92% | 14.48% |
| 5 Year | 13.39% | 11.39% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.3% | -5.84% |
| 1 Year | -0.34% | -5.29% |
| 3 Year | 10.31% | 7.93% |
| 5 Year | 11.74% | 9.25% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.2% | 9.69% |
| 3 Year | 15.66% | 14.19% |
| 5 Year | 15.78% | 14.63% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.4% | 13.16% |
| Sharp | 0.94% | 0.65% |
| Beta | 0.82% | 0.97% |
| Alpha | 1.6% | -2% |
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 | 9.69 | 14.9 |
| Large Cap | 63.58 | 55.26 |
| Mid Cap | 14.78 | 18.01 |
| Small Cap | 11.95 | 11.84 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.58 | 8.59 |
| Energy | 5.42 | - |
| Technology | 10.42 | 6.91 |
| Consumer Cyclical | 10.32 | 18.01 |
| Consumer Defensive | 8.7 | 0 |
| Industrials | 6.41 | 13.39 |
| Financial Services | 26.27 | 29.54 |
| Basic Materials | 12.53 | 5.8 |
| Healthcare | 4.92 | 8.03 |
| Real Estate | 3.54 | 3.24 |
| Communication Services | 1.72 | 5.16 |
| Utilities | 2.18 | 1.33 |
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