Mirae Asset 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 Mirae Asset 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 Mirae Asset Flexi Cap Fund - Regular Plan - Growth
Fund Tata Flexi Cap Fund -Regular Plan-Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2910 Cr ₹2069 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2018 05 Feb 2023
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 69.17% 3.53%
Expense Ratio 1.94 2.02
Manager Amey Sathe Vrijesh Kasera
ISIN Code INF277K019K2 INF769K01JG8
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 If redeemed within 1 year (365 days) from the date of allotment: 1% of the applicable NAV. If redeemed after 1 year (365 days) from the date of allotment: NIL./365

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth
1 Month -4.16% 1.3%
6 Month 11.07% 15.68%
1 Year 32.09% 32.9%
3 Year 13.09% -
5 Year 15.87% -

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 13.56% 13.81%
3 Year 31.33% 20.01%
5 Year 56.93% 20.01%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth
1 Year 13.92% 32.45%
3 Year 15.84% -
5 Year 15.14% -

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 11.4% -
Sharp 0.68% -
Beta 0.85% -
Alpha -1.37% -

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Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth
Name Amey Sathe Vrijesh Kasera
Total AUM ₹11910 Cr ₹12061 Cr
Fund Manage 4 4
Tata Flexi Cap Fund -Regular Plan-Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Mirae Asset Flexi Cap Fund - Regular Plan - Growth

Others 7.91 8.02
Large Cap 46.17 70.22
Small Cap 23.69 14.9
Mid Cap 22.23 6.86

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Mirae Asset Flexi Cap Fund - Regular Plan - Growth

Others 4.08 5.33
Energy 9.26 8.48
Technology 4.96 7.71
Automobile 2.92 3.64
Materials 4.45 4.18
Consumer Staples 7.21 4.94
Construction 6.97 8.37
Financial 27.21 28.03
Metals & Mining 2.46 2.7
Insurance 2 0.77
Healthcare 7.01 8.06
Capital Goods 7.19 8.44
Communication 1.54 2.54
Services 8.25 4.31
Consumer Discretionary 2.95 0.62
Chemicals 1.54 0.89
Textiles - 0.99

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