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) | ₹3476 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 | 4.05% | 3.44% |
| 6 Month | 7.21% | 4.38% |
| 1 Year | 8.1% | -1.88% |
| 3 Year | 16.8% | 16.8% |
| 5 Year | 17.43% | 26.61% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.58% | 2.57% |
| 1 Year | 15.3% | 10.74% |
| 3 Year | 16.48% | 13.52% |
| 5 Year | 15.01% | 17.44% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 12.92% | 9.9% |
| 3 Year | 15.49% | 16.05% |
| 5 Year | 15.78% | 17.72% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.4% | 17.196% |
| Sharp | 0.83% | 0.641% |
| Beta | 0.81% | 1.114% |
| Alpha | 0.8% | 2.062% |
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 | 4.3 | 21 |
| Large Cap | 62.48 | 57.32 |
| Mid Cap | 15.26 | 13.33 |
| Small Cap | 17.95 | 8.34 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 2.48 | 10.75 |
| Energy | 3.92 | 17.95 |
| Technology | 9.46 | 3.06 |
| Consumer Cyclical | 11.73 | 12.32 |
| Basic Materials | 13.32 | 0 |
| Consumer Defensive | 11.56 | 5.48 |
| Industrials | 8.12 | 11.59 |
| Financial Services | 31.7 | 13.19 |
| Real Estate | 2.72 | 1.95 |
| Healthcare | 3.85 | 8.09 |
| Communication Services | 1.13 | 1.47 |
| Utilities | - | 14.15 |
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