Tata Flexi Cap Fund vs BANDHAN Flexi Cap Fund compare

Tata Flexi Cap Fund vs BANDHAN Flexi Cap Fund compare

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BANDHAN Flexi Cap Fund - Regular Plan - Growth

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Tata 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	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7708 Cr	₹3699 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	28 Sep 2005	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	16%	69.17%
Expense Ratio	1.88	1.94
Manager	Ritika Behera	Amey Sathe
ISIN Code	INF194K01391	INF277K019K2
Exits Load	Bandhan Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata 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	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	-4.4%	-4.42%
6 Month	-1.82%	-3.51%
1 Year	8.31%	7.04%
3 Year	15.09%	15.49%
5 Year	13.77%	12.61%

SIP Return Analysis

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-2.83%	-3.3%
1 Year	1.62%	-0.34%
3 Year	10.43%	10.31%
5 Year	12.04%	11.74%

Rolling Lumpsum Returns

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	12.28%	12.2%
3 Year	15.36%	15.66%
5 Year	16.23%	15.78%

Risk Management

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.07%	11.4%
Sharp	0.87%	0.94%
Beta	0.85%	0.82%
Alpha	0.69%	1.6%

Fund Managers

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Ritika Behera	Amey Sathe
Total AUM	₹43013 Cr	₹11910 Cr
Funds Managed	19	4
	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	6.82	9.69
Large Cap	69.56	63.58
Mid Cap	8.98	14.78
Small Cap	14.65	11.95

Sector Allocation

Scheme Name	BANDHAN Flexi Cap Fund - Regular Plan - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	2.57	7.58
Communication Services	4.05	1.72
Energy	4.09	5.42
Technology	10.4	10.42
Consumer Cyclical	15.13	10.32
Consumer Defensive	7.77	8.7
Industrials	6.19	6.41
Basic Materials	6.81	12.53
Healthcare	6.1	4.92
Financial Services	33.89	26.27
Utilities	3	2.18
Real Estate	-	3.54

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