Axis Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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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 Risk	Very High Risk
Asset Size (Cr)	₹2886 Cr	₹12125 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2018	24 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	1.73
Manager	Amey Sathe	Shreyash Devalkar
ISIN Code	INF277K019K2	INF846K01B51
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	Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	-2.29%	-4.5%
6 Month	-7.99%	-9.6%
1 Year	8.11%	7.46%
3 Year	12.5%	8.57%
5 Year	13.65%	11.91%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-3.83%	-7.41%
3 Year	13.03%	11.05%
5 Year	14.11%	12.23%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	14.24%	13.49%
3 Year	15.51%	14.2%
5 Year	15.14%	14.04%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	11.4%	13.696%
Sharp	0.47%	0.293%
Beta	0.83%	0.924%
Alpha	-0.76%	-3.423%

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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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	5.31	5.78
Large Cap	47.99	64.03
Mid Cap	19.09	16.83
Small Cap	27.61	13.33

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	5.31	5.78
Petroleum Products	3.98	-
Cement & Cement Products	4.62	2.79
Personal Products	2.81	-
Construction	3.68	-
Finance	9	7.76
Ferrous Metals	1.28	-
Consumer Durables	3.93	3.25
Insurance	2.82	-
Pharmaceuticals & Biotechnology	6.3	3.7
Banks	22.27	16.37
Realty	2.64	4.24
Agricultural, Commercial & Construction Vehicles	1.74	-
Industrial Manufacturing	1.2	1.23
Telecom - Services	1.29	4.18
Diversified FMCG	2.27	-
Retailing	3.21	7.71
Food Products	1.93	0.7
Leisure Services	0.97	1.17
Transport Services	0.5	2.13
Auto Components	2.14	4.1
Healthcare Services	1.75	3.58
IT - Software	4.38	5.92
Automobiles	2.39	5.79
Commercial Services & Supplies	1.13	-
Industrial Products	2.92	2.44
Transport Infrastructure	1.37	-
Capital Markets	2.17	-
Aerospace & Defense	-	3.99
Chemicals & Petrochemicals	-	2.42
Electrical Equipment	-	3.21
Beverages	-	1.86
Power	-	3.88
Financial Technology (Fintech)	-	1.77