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DSP 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 DSP 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 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 5.39% 3.11%
6 Month -1.34% -5.25%
1 Year 13.46% 14.78%
3 Year 14.01% 16.07%
5 Year 20.73% 23.68%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
6 Month 3.22% 0.45%
1 Year 3.59% -1.98%
3 Year 16.38% 17.19%
5 Year 15.51% 16.96%

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 0.45% 0.52%
Beta 0.8% 0.99%
Alpha - 1.05%

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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 3.13 4.44
Large Cap 58.34 58.95
Mid Cap 14.68 19.29
Small Cap 23.85 17.32

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Others 3.02 4.44
Energy 4.28 2.32
Basic Materials 9.55 8.87
Consumer Defensive 9.62 6.69
Industrials 7.26 7.63
Financial Services 40.02 36.68
Healthcare 7.59 9.79
Technology 5.01 9.55
Communication Services 1.35 3.84
Consumer Cyclical 11.56 9.01
Real Estate 0.75 0.06
Utilities - 1.1

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