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) | ₹3670 Cr | ₹6829 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | -0.04% | -1.47% |
| 6 Month | 3.5% | 4.63% |
| 1 Year | 8.08% | 2.92% |
| 3 Year | 15.81% | 14.82% |
| 5 Year | 14.44% | 22.61% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.86% | 2.15% |
| 1 Year | 14.14% | 11.48% |
| 3 Year | 14.81% | 11.95% |
| 5 Year | 13.94% | 15.74% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 12.36% | 9.56% |
| 3 Year | 15.61% | 16.01% |
| 5 Year | 15.89% | 17.77% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.4% | 17.196% |
| Sharp | 0.86% | 0.641% |
| Beta | 0.82% | 1.114% |
| Alpha | 1.56% | 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 | 8.06 | 22.78 |
| Large Cap | 65.81 | 58.07 |
| Mid Cap | 14.14 | 10.84 |
| Small Cap | 11.99 | 8.31 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 6.96 | 12.06 |
| Energy | 5.27 | 16.31 |
| Technology | 11.52 | 2.03 |
| Consumer Cyclical | 10.91 | 12.95 |
| Consumer Defensive | 8.67 | 3.67 |
| Industrials | 6.2 | 12.18 |
| Financial Services | 27.07 | 16.2 |
| Basic Materials | 11.95 | - |
| Real Estate | 2.68 | 1.95 |
| Healthcare | 5.13 | 6.84 |
| Communication Services | 1.68 | 1.54 |
| Utilities | 1.97 | 14.28 |
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