Tata Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3670 Cr	₹3073 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2018	03 Feb 2015
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	69.17%	49%
Expense Ratio	1.94	1.96
Manager	Amey Sathe	Trideep Bhattacharya
ISIN Code	INF277K019K2	INF843K01KN5
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	Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	-1.2%	-0.14%
6 Month	0.09%	3.69%
1 Year	12.02%	9.89%
3 Year	16.53%	19.2%
5 Year	12.98%	16.83%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	0.99%	2.58%
1 Year	8.83%	13.62%
3 Year	12.91%	14.94%
5 Year	12.98%	15.71%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.25%	11.54%
3 Year	15.65%	15.61%
5 Year	15.8%	15.34%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	11.4%	12.65%
Sharp	0.94%	1%
Beta	0.82%	0.98%
Alpha	1.6%	2.48%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name	Amey Sathe	Trideep Bhattacharya
Total AUM	₹11910 Cr	₹0 Cr
Funds Managed	4	9
	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	8.06	2.15
Large Cap	65.81	64.64
Mid Cap	14.14	27.25
Small Cap	11.99	6.24

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	6.96	2.15
Energy	5.27	-
Technology	11.52	-
Consumer Cyclical	10.91	-
Consumer Defensive	8.67	-
Industrials	6.2	-
Financial Services	27.07	-
Basic Materials	11.95	-
Real Estate	2.68	-
Healthcare	5.13	-
Communication Services	1.68	-
Utilities	1.97	-
Petroleum Products	-	4.21
Industrial Products	-	1.85
IT - Software	-	8.46
Food Products	-	1.56
Auto Components	-	2.24
Construction	-	3.18
Retailing	-	2.84
Consumer Durables	-	3.85
Healthcare Services	-	2.56
Diversified FMCG	-	0.97
Banks	-	20.38
Non - Ferrous Metals	-	1.01
Pharmaceuticals & Biotechnology	-	4.35
Chemicals & Petrochemicals	-	1.02
Leisure Services	-	0.89
Automobiles	-	5.39
Aerospace & Defense	-	2.07
Electrical Equipment	-	2.2
Ferrous Metals	-	2.79
Finance	-	8.91
Capital Markets	-	2.39
Agricultural Food & other Products	-	2.28
Agricultural, Commercial & Construction Vehicles	-	0.54
Realty	-	1.72
Industrial Manufacturing	-	0.77
Oil	-	0.72
Telecom - Services	-	2.55
Financial Technology (Fintech)	-	1.08
Cement & Cement Products	-	1.63
Commercial Services & Supplies	-	0.32
Power	-	2.33
Beverages	-	1.07