Tata Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2886 Cr | ₹2376 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 |
Trailing Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.08% | 4.75% |
6 Month | 6.02% | 0.79% |
1 Year | 13.48% | 10.13% |
3 Year | 18.98% | 22.37% |
5 Year | 21.96% | 26.79% |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.53% | 4.64% |
1 Year | 10.56% | 1.93% |
3 Year | 18.25% | 19.46% |
5 Year | 16.28% | 19.12% |
Rolling Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.24% | 14.04% |
3 Year | 15.51% | 14.98% |
5 Year | 15.14% | 14.22% |
Risk Management
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.4% | 14.087% |
Sharp | 0.68% | 0.669% |
Beta | 0.8% | 0.982% |
Alpha | 0.81% | 1.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.43 | 4.82 |
Large Cap | 59.44 | 64.14 |
Mid Cap | 13.52 | 21.94 |
Small Cap | 22.61 | 9.1 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.95 | 3.68 |
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 | - |
Energy | - | 3.64 |
Industrials | - | 13.92 |
Technology | - | 13.38 |
Consumer Defensive | - | 5.24 |
Healthcare | - | 7.13 |
Financial Services | - | 29.79 |
Basic Materials | - | 3.32 |
Consumer Cyclical | - | 11.36 |
Utilities | - | 3.55 |
Communication Services | - | 3.41 |
Real Estate | - | 1.58 |
Top Comparisons
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns18.51%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns22.37%
HDFC Gilt Fund - Growth Plan
3Y Returns8.34%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns8.22%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns22.7%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns16.46%
ICICI Prudential US Bluechip Equity Fund - Growth
3Y Returns13.62%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns11.87%