Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare

Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Axis Flexi Cap Fund - Regular Plan - Growth

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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	-4.42%	-5.15%
6 Month	-3.51%	-6.85%
1 Year	7.04%	3.46%
3 Year	15.49%	13.75%
5 Year	12.61%	10.81%

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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