Edelweiss Flexi Cap Fund vs Tata Flexi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund Tata Flexi Cap Fund -Regular Plan-Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2910 Cr ₹2138 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Aug 2018 05 Jan 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 69.17% 49%
Expense Ratio 1.94 1.99
Manager Amey Sathe Trideep Bhattacharya
ISIN Code INF277K019K2 INF843K01KN5
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month 6.74% 2.6%
6 Month 25.74% 23.96%
1 Year 34.35% 48.76%
3 Year 14.92% 21.46%
5 Year 19.22% 22.91%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 13.56% 20.14%
3 Year 31.33% 42.98%
5 Year 56.93% 79.68%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 18.03% 23.6%
3 Year 43.18% 60.3%
5 Year 62.15% 90.22%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.4% 12.65%
Sharp 0.71% 1.07%
Beta 0.85% 0.95%
Alpha -1.49% 1.27%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Amey Sathe Trideep Bhattacharya
Total AUM ₹11910 Cr ₹0 Cr
Fund Manage 4 9
Tata Flexi Cap Fund -Regular Plan-Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 7.91 4.52
Large Cap 46.17 67.48
Small Cap 23.69 6.52
Mid Cap 22.23 21.48

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 4.08 0.62
Energy 9.26 6.26
Technology 4.96 7.45
Automobile 2.92 9.65
Materials 4.45 5.42
Consumer Staples 7.21 4.55
Construction 6.97 7.1
Financial 27.21 24.63
Metals & Mining 2.46 4.86
Insurance 2 -
Healthcare 7.01 3.63
Capital Goods 7.19 15
Communication 1.54 3.13
Services 8.25 5.24
Consumer Discretionary 2.95 2.16
Chemicals 1.54 0.3

Top Comparisons

SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth

3Y Returns14.47%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns33.84%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns6.27%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns4.87%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.45%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns19.36%

Compare Now

HDFC Pharma and Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)

3Y Returns0%

VS

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns18.54%

Compare Now
Request call back
Add to Cart Successfully