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)	₹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

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%

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%

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

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

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