360 ONE FlexiCap Fund Regular vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
360 ONE FlexiCap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
Fund | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2886 Cr | ₹1357 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Sep 2018 | 26 Jun 2023 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 69.17% | % |
Expense Ratio | 1.94 | 2.06 |
Manager | Amey Sathe | Mayur Patel |
ISIN Code | INF277K019K2 | INF579M01AP7 |
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 | 360 ONE Flexicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
1 Month | 4.26% | 3.15% |
6 Month | -9.88% | -14.51% |
1 Year | 7.24% | 9.42% |
3 Year | 11.92% | - |
5 Year | 21.31% | - |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
6 Month | -2.41% | -6.26% |
1 Year | -3.72% | -10.45% |
3 Year | 14.33% | - |
5 Year | 14.57% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
1 Year | 14.24% | 46.56% |
3 Year | 15.51% | - |
5 Year | 15.14% | - |
Risk Management
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
Standard Deviation | 11.4% | - |
Sharp | 0.47% | - |
Beta | 0.8% | - |
Alpha | 0.34% | - |
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Fund Managers
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
Name | Amey Sathe | Mayur Patel |
Total AUM | ₹11910 Cr | ₹6984 Cr |
Funds Managed | 4 | 3 |
Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
Market Cap
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
Others | 2.85 | 10.11 |
Large Cap | 56.99 | 44.67 |
Mid Cap | 15.63 | 23.06 |
Small Cap | 24.53 | 22.16 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
Others | 2.75 | 10.11 |
Energy | 4.27 | - |
Basic Materials | 9.67 | 3.68 |
Consumer Defensive | 9.99 | 1.57 |
Industrials | 7.54 | 12.2 |
Financial Services | 38.78 | 25.07 |
Healthcare | 7.6 | 8.38 |
Technology | 5.58 | 14.07 |
Communication Services | 1.37 | 6.01 |
Consumer Cyclical | 11.52 | 18.08 |
Real Estate | 0.93 | - |
Utilities | - | 0.83 |
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