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 Risk | Very High Risk |
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 | -2.29% | -3.72% |
6 Month | -7.99% | -10.66% |
1 Year | 8.11% | 12.67% |
3 Year | 12.5% | - |
5 Year | 13.65% | - |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | 360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.42% | -5.25% |
3 Year | 13.43% | - |
5 Year | 14.6% | - |
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 | 0.83% | - |
Alpha | -0.76% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 5.31 | 5.19 |
Large Cap | 47.99 | 41.89 |
Mid Cap | 19.09 | 29.81 |
Small Cap | 27.61 | 23.13 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
360 ONE FlexiCap Fund Regular - Growth |
---|---|---|
Others | 5.31 | 5.19 |
Petroleum Products | 3.98 | - |
Cement & Cement Products | 4.62 | - |
Personal Products | 2.81 | - |
Construction | 3.68 | 2.53 |
Finance | 9 | 12.05 |
Ferrous Metals | 1.28 | - |
Consumer Durables | 3.93 | 4.86 |
Insurance | 2.82 | - |
Pharmaceuticals & Biotechnology | 6.3 | 5.34 |
Banks | 22.27 | 12.83 |
Realty | 2.64 | - |
Agricultural, Commercial & Construction Vehicles | 1.74 | 1.51 |
Industrial Manufacturing | 1.2 | - |
Telecom - Services | 1.29 | 5.68 |
Diversified FMCG | 2.27 | - |
Retailing | 3.21 | 5.28 |
Food Products | 1.93 | - |
Leisure Services | 0.97 | - |
Transport Services | 0.5 | 1.91 |
Auto Components | 2.14 | 5.66 |
Healthcare Services | 1.75 | 0.82 |
IT - Software | 4.38 | 6.76 |
Automobiles | 2.39 | 3.5 |
Commercial Services & Supplies | 1.13 | 1.81 |
Industrial Products | 2.92 | 7.17 |
Transport Infrastructure | 1.37 | - |
Capital Markets | 2.17 | 0.79 |
Aerospace & Defense | - | 1.51 |
Electrical Equipment | - | 2.32 |
IT - Hardware | - | 1.44 |
Agricultural Food & other Products | - | 1.06 |
IT - Services | - | 1.5 |
Fertilizers & Agrochemicals | - | 1.73 |
Consumable Fuels | - | 1.23 |
Power | - | 2.45 |
Textiles & Apparels | - | 1.33 |
Entertainment | - | 1.76 |
Top Comparisons
ICICI Prudential Short Term Fund - Growth Option
3Y Returns6.86%
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns5.37%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns17.97%
Quant Multi Asset Fund-Growth
3Y Returns18.34%
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.46%
Mirae Asset Liquid Fund - Growth
3Y Returns6.57%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns6.86%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns5.8%