ITI Flexi Cap Fund Regular vs Tata Flexi Cap Fund compare

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ITI Flexi Cap Fund Regular - Growth

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Tata 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	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1201 Cr	₹2886 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	17 Feb 2023	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	69.17%
Expense Ratio	2.03	1.94
Manager	Rohan Korde	Amey Sathe
ISIN Code	INF00XX01CL3	INF277K019K2
Exits Load	ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	8.31%	5.17%
6 Month	-14.95%	-9.1%
1 Year	3.35%	8.04%
3 Year	-	12.23%
5 Year	-	21.51%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-7.91%	-2.41%
1 Year	-14.38%	-3.72%
3 Year	-	14.33%
5 Year	-	14.57%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	47.9%	14.24%
3 Year	-	15.51%
5 Year	-	15.14%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	-	11.4%
Sharp	-	0.47%
Beta	-	0.8%
Alpha	-	0.34%

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Scheme Name	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Rohan Korde	Amey Sathe
Total AUM	₹4626 Cr	₹11910 Cr
Funds Managed	10	4
	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	5.78	2.85
Large Cap	45.55	56.99
Small Cap	34.85	24.53
Mid Cap	13.83	15.63

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	4.89	2.75
Energy	4.69	4.27
Industrials	21.81	7.54
Technology	13.06	5.58
Financial Services	19.69	38.78
Consumer Cyclical	9.7	11.52
Basic Materials	7.45	9.67
Real Estate	1.93	0.93
Healthcare	7.06	7.6
Utilities	2.17	-
Consumer Defensive	5.03	9.99
Communication Services	2.54	1.37