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Tata Flexi Cap Fund vs Quant Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Fund | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2886 Cr | ₹6829 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2018 | 20 Oct 2008 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 69.17% | % |
| Expense Ratio | 1.94 | 1.78 |
| Manager | Amey Sathe | Sanjeev Sharma |
| ISIN Code | INF277K019K2 | INF966L01457 |
| 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 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Month | 4.45% | 3.47% |
| 6 Month | -0.59% | -7.55% |
| 1 Year | 10.06% | -4.5% |
| 3 Year | 14.63% | 17.6% |
| 5 Year | 19.22% | 34.26% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.52% | 2.53% |
| 1 Year | 4.49% | -10.4% |
| 3 Year | 16.92% | 16.37% |
| 5 Year | 15.74% | 21.88% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.24% | 11.62% |
| 3 Year | 15.51% | 15.88% |
| 5 Year | 15.14% | 17.11% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.4% | 17.196% |
| Sharp | 0.45% | 0.641% |
| Beta | 0.8% | 1.114% |
| Alpha | - | 2.062% |
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Fund Managers
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Name | Amey Sathe | Sanjeev Sharma |
| Total AUM | ₹11910 Cr | ₹39731 Cr |
| Funds Managed | 4 | 22 |
| Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 3.13 | 13.95 |
| Large Cap | 58.34 | 63.89 |
| Mid Cap | 14.68 | 9.94 |
| Small Cap | 23.85 | 12.21 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 3.02 | 13.95 |
| Energy | 4.28 | 13.63 |
| Basic Materials | 9.55 | 7.15 |
| Consumer Defensive | 9.62 | 14.11 |
| Industrials | 7.26 | 5.97 |
| Financial Services | 40.02 | 17.71 |
| Healthcare | 7.59 | 6.97 |
| Technology | 5.01 | - |
| Communication Services | 1.35 | 1.72 |
| Consumer Cyclical | 11.56 | 7.15 |
| Real Estate | 0.75 | - |
| Utilities | - | 11.64 |
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