Tata Flexi Cap Fund vs Quant Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon Quant Flexi Cap Fund-Growth

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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 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) ₹3009 Cr ₹7514 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 1.93 1.76
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 0.55% -2.83%
6 Month -3.36% -16.29%
1 Year 11.84% -3.99%
3 Year 12.05% 14.72%
5 Year 14.38% 29.62%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
6 Month - -
1 Year 3.65% -16.31%
3 Year 16.11% 16.27%
5 Year 15.84% 24.09%

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% 15.83%
Sharp 0.4% 1.17%
Beta 0.85% 0.98%
Alpha -2.15% 5.11%

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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
Fund Manage 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 5.31 16.99
Large Cap 47.99 61.15
Mid Cap 19.09 6.81
Small Cap 27.61 15.05

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Quant Flexi Cap Fund-Growth

Others 5.31 16.99
Petroleum Products 3.98 9.51
Cement & Cement Products 4.62 1.67
Personal Products 2.81 -
Construction 3.68 2.2
Finance 9 6.36
Ferrous Metals 1.28 1.59
Consumer Durables 3.93 1.43
Insurance 2.82 5.59
Pharmaceuticals & Biotechnology 6.3 6.11
Banks 22.27 -
Realty 2.64 -
Agricultural, Commercial & Construction Vehicles 1.74 -
Industrial Manufacturing 1.2 -
Telecom - Services 1.29 -
Diversified FMCG 2.27 11.24
Retailing 3.21 1.75
Food Products 1.93 5.16
Leisure Services 0.97 -
Transport Services 0.5 -
Auto Components 2.14 7.31
Healthcare Services 1.75 -
IT - Software 4.38 1.35
Automobiles 2.39 -
Commercial Services & Supplies 1.13 -
Industrial Products 2.92 -
Transport Infrastructure 1.37 -
Capital Markets 2.17 -
Chemicals & Petrochemicals - 2.72
Fertilizers & Agrochemicals - 1.63
Agricultural Food & other Products - 0.42
Power - 11.89
Entertainment - 2
Diversified - 3.08

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