Axis Flexi Cap Fund vs Tata Flexi Cap Fund compare

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

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tortoise-icon Axis Flexi Cap Fund - Regular Plan - 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 Axis Flexi Cap Fund - Regular Plan - Growth
Fund Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2910 Cr ₹12723 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Aug 2018 10 Nov 2017
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 69.17% 30%
Expense Ratio 1.94 1.72
Manager Amey Sathe Shreyash Devalkar
ISIN Code INF277K019K2 INF846K01B51
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Month 6.74% 2.45%
6 Month 25.74% 20.56%
1 Year 34.35% 37.71%
3 Year 14.92% 12.63%
5 Year 19.22% 17.77%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 13.56% 16.46%
3 Year 31.33% 28.91%
5 Year 56.93% 53.09%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 18.03% 17.76%
3 Year 43.18% 39.89%
5 Year 62.15% 58.9%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 11.4% 13.16%
Sharp 0.71% 0.59%
Beta 0.85% 0.94%
Alpha -1.49% -4.77%

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Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Name Amey Sathe Shreyash Devalkar
Total AUM ₹11910 Cr ₹166770 Cr
Fund Manage 4 14
Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 7.91 5.7
Large Cap 46.17 68.09
Small Cap 23.69 12.9
Mid Cap 22.23 13.32

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 4.08 5.69
Energy 9.26 4.56
Technology 4.96 5.32
Automobile 2.92 11.39
Materials 4.45 3.65
Consumer Staples 7.21 2.36
Construction 6.97 6.14
Financial 27.21 24.97
Metals & Mining 2.46 0.53
Insurance 2 -
Healthcare 7.01 6.98
Capital Goods 7.19 8.03
Communication 1.54 3.58
Services 8.25 11.77
Consumer Discretionary 2.95 0.98
Chemicals 1.54 2.33
Diversified - 1.73

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