Edelweiss 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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 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 -4.16% -5.14%
6 Month 11.07% 17.36%
1 Year 32.09% 44.24%
3 Year 13.09% 17.86%
5 Year 15.87% 21.14%

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 13.92% 13.34%
3 Year 15.84% 14.8%
5 Year 15.14% 13.65%

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 0.68% 1.01%
Beta 0.85% 0.98%
Alpha -1.37% 2.49%

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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

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