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 | Very High |
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 | 5.37% | 8.07% |
6 Month | -9.84% | -11.33% |
1 Year | 9.99% | 13.6% |
3 Year | 13.25% | 15.85% |
5 Year | 21.14% | 24.04% |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.43% | -2% |
1 Year | -3.2% | -3.22% |
3 Year | 14.2% | 16.97% |
5 Year | 14.52% | 17.09% |
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% | 0.46% |
Beta | 0.8% | 0.97% |
Alpha | 0.34% | 0.2% |
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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 |
Funds Managed | 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 | 2.85 | 3.72 |
Large Cap | 56.99 | 58.48 |
Mid Cap | 15.63 | 19.45 |
Small Cap | 24.53 | 18.35 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.75 | 3.72 |
Energy | 4.27 | 2.5 |
Basic Materials | 9.67 | 9.11 |
Consumer Defensive | 9.99 | 6.81 |
Industrials | 7.54 | 8.86 |
Financial Services | 38.78 | 34.51 |
Healthcare | 7.6 | 9.42 |
Technology | 5.58 | 10.06 |
Communication Services | 1.37 | 3.8 |
Consumer Cyclical | 11.52 | 9.75 |
Real Estate | 0.93 | 0.06 |
Utilities | - | 1.39 |
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