DSP Flexi Cap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Flexi Cap Fund -Regular Plan-Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2886 Cr | ₹11033 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 06 Sep 2018 | 07 Jun 2007 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 69.17% | 29% |
Expense Ratio | 1.94 | 1.74 |
Manager | Amey Sathe | Rohit Singhania |
ISIN Code | INF277K019K2 | INF740K01037 |
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 | DSP Flexi Cap 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 | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.29% | -4.09% |
6 Month | -7.99% | -10.02% |
1 Year | 8.11% | 9.32% |
3 Year | 12.5% | 13.25% |
5 Year | 13.65% | 14.89% |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.42% | -6.06% |
3 Year | 13.43% | 14.78% |
5 Year | 14.6% | 16.39% |
Rolling Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.24% | 12.25% |
3 Year | 15.51% | 14.3% |
5 Year | 15.14% | 14.31% |
Risk Management
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.4% | 13.45% |
Sharp | 0.47% | 0.48% |
Beta | 0.83% | 1% |
Alpha | -0.76% | -0.8% |
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 | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Amey Sathe | Rohit Singhania |
Total AUM | ₹11910 Cr | ₹46862 Cr |
Fund Manage | 4 | 7 |
Tata Flexi Cap Fund -Regular Plan-Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.31 | 3.48 |
Large Cap | 47.99 | 47.91 |
Mid Cap | 19.09 | 27.26 |
Small Cap | 27.61 | 20.88 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.31 | 3.48 |
Petroleum Products | 3.98 | 1.32 |
Cement & Cement Products | 4.62 | 1.56 |
Personal Products | 2.81 | 0.53 |
Construction | 3.68 | 2.34 |
Finance | 9 | 12.48 |
Ferrous Metals | 1.28 | - |
Consumer Durables | 3.93 | 5.22 |
Insurance | 2.82 | 1.03 |
Pharmaceuticals & Biotechnology | 6.3 | 7.01 |
Banks | 22.27 | 17.71 |
Realty | 2.64 | 0.05 |
Agricultural, Commercial & Construction Vehicles | 1.74 | - |
Industrial Manufacturing | 1.2 | - |
Telecom - Services | 1.29 | 1.93 |
Diversified FMCG | 2.27 | 2.27 |
Retailing | 3.21 | 2.05 |
Food Products | 1.93 | - |
Leisure Services | 0.97 | - |
Transport Services | 0.5 | - |
Auto Components | 2.14 | 7 |
Healthcare Services | 1.75 | 1.39 |
IT - Software | 4.38 | 9.62 |
Automobiles | 2.39 | 0.54 |
Commercial Services & Supplies | 1.13 | - |
Industrial Products | 2.92 | 5.82 |
Transport Infrastructure | 1.37 | - |
Capital Markets | 2.17 | 2.76 |
Non - Ferrous Metals | - | 0.8 |
Electrical Equipment | - | 2.81 |
Chemicals & Petrochemicals | - | 3.04 |
Gas | - | 1.24 |
Oil | - | 1.08 |
Fertilizers & Agrochemicals | - | 1.06 |
Textiles & Apparels | - | 1.41 |
Beverages | - | 1.98 |
Top Comparisons
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns13.22%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns14.97%
DSP Global Innovation Fund of Fund - Regular - Growth
3Y Returns18.13%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns11.86%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns9.27%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns19.83%
360 ONE Balanced Hybrid Fund Regular - Growth
3Y Returns0%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns7.73%