Edelweiss Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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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 Risk	Very High Risk
Asset Size (Cr)	₹2886 Cr	₹2376 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2018	03 Feb 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	1.96
Manager	Amey Sathe	Trideep Bhattacharya
ISIN Code	INF277K019K2	INF843K01KN5
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	Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	-2.29%	-4.15%
6 Month	-7.99%	-11.25%
1 Year	8.11%	8.59%
3 Year	12.5%	14.95%
5 Year	13.65%	16.91%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-3.83%	-8.67%
3 Year	13.03%	15.73%
5 Year	14.11%	17.99%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	14.24%	14.04%
3 Year	15.51%	14.98%
5 Year	15.14%	14.22%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	11.4%	14.087%
Sharp	0.47%	0.669%
Beta	0.83%	0.982%
Alpha	-0.76%	1.49%

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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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	5.31	4.52
Large Cap	47.99	67.48
Mid Cap	19.09	21.48
Small Cap	27.61	6.52

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	5.31	0.62
Petroleum Products	3.98	-
Cement & Cement Products	4.62	-
Personal Products	2.81	-
Construction	3.68	7.1
Finance	9	-
Ferrous Metals	1.28	-
Consumer Durables	3.93	-
Insurance	2.82	-
Pharmaceuticals & Biotechnology	6.3	-
Banks	22.27	-
Realty	2.64	-
Agricultural, Commercial & Construction Vehicles	1.74	-
Industrial Manufacturing	1.2	-
Telecom - Services	1.29	-
Diversified FMCG	2.27	-
Retailing	3.21	-
Food Products	1.93	-
Leisure Services	0.97	-
Transport Services	0.5	-
Auto Components	2.14	-
Healthcare Services	1.75	-
IT - Software	4.38	-
Automobiles	2.39	-
Commercial Services & Supplies	1.13	-
Industrial Products	2.92	-
Transport Infrastructure	1.37	-
Capital Markets	2.17	-
Energy	-	6.26
Technology	-	7.45
Consumer Staples	-	4.55
Financial	-	24.63
Metals & Mining	-	4.86
Healthcare	-	3.63
Automobile	-	9.65
Capital Goods	-	15
Communication	-	3.13
Materials	-	5.42
Consumer Discretionary	-	2.16
Services	-	5.24
Chemicals	-	0.3