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)	₹3419 Cr	₹13316 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	-3.77%	-1.63%
6 Month	4.93%	7.15%
1 Year	4.43%	7.59%
3 Year	15.39%	13.89%
5 Year	17.33%	16.96%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	4.04%	6.29%
1 Year	6.26%	7.33%
3 Year	15.28%	15.45%
5 Year	14.46%	13.59%

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%	13.15%
Sharp	1.17%	0.63%
Beta	0.79%	0.96%
Alpha	1.48%	-1.27%

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	6.99	11.59
Large Cap	58.63	58.7
Mid Cap	14.77	18.43
Small Cap	19.61	11.28

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	5.28	5.56
Energy	4.39	-
Technology	4.9	6.03
Basic Materials	12.75	5.94
Consumer Defensive	11.18	1.3
Industrials	7.7	14.87
Financial Services	35	29.52
Real Estate	2.64	4.11
Healthcare	4.45	9.08
Communication Services	1.41	4.82
Consumer Cyclical	10.3	16.46
Utilities	-	2.31

Top Comparisons

ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns10.29%

VS

Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns8.82%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns19.37%

VS

Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns15.29%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns22.08%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns13.09%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns20.86%

VS

PGIM India Large and Mid Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully