Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare

Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare

Link copied to clipboard!

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

Axis Flexi Cap Fund - Regular Plan - Growth

Invest Now

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)	₹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	-3.29%	-3.89%
6 Month	-1.76%	-5.44%
1 Year	8.83%	5.89%
3 Year	15.91%	14.18%
5 Year	12.89%	11.09%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-3.16%
1 Year	7.72%	2.26%
3 Year	12.65%	10.17%
5 Year	12.93%	10.38%

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

Top Comparisons

Bandhan Short Duration Fund - Regular Plan - Growth

3Y Returns7.21%

VS

Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.41%

Compare Now

UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns14.04%

Compare Now

BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns21.46%

VS

Invesco India Infrastructure Fund - Growth Option

3Y Returns19.9%

Compare Now

ICICI Prudential Passive Multi-Asset Fund of Funds - Growth

3Y Returns14.81%

VS

Nippon India Multi Asset Omni FOF - Regular Plan - Growth

3Y Returns20.03%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully