Nippon India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Fund | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8259 Cr | ₹2886 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Aug 2021 | 06 Sep 2018 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 69% | 69.17% |
Expense Ratio | 1.74 | 1.94 |
Manager | Kinjal Desai | Amey Sathe |
ISIN Code | INF204KC1097 | INF277K019K2 |
Exits Load | Nippon India 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 5.52% | 4.26% |
6 Month | -15.01% | -9.88% |
1 Year | 3.68% | 7.24% |
3 Year | 11.99% | 11.92% |
5 Year | - | 21.31% |
SIP Return Analysis
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | -6.17% | -2.41% |
1 Year | -12.61% | -3.72% |
3 Year | 12.91% | 14.33% |
5 Year | - | 14.57% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 19.32% | 14.24% |
3 Year | 16.11% | 15.51% |
5 Year | - | 15.14% |
Risk Management
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.94% | 11.4% |
Sharp | 0.43% | 0.47% |
Beta | 0.95% | 0.8% |
Alpha | -0.37% | 0.34% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Name | Kinjal Desai | Amey Sathe |
Total AUM | ₹81302 Cr | ₹11910 Cr |
Funds Managed | 16 | 4 |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 3.84 | 2.85 |
Large Cap | 58.83 | 56.99 |
Mid Cap | 18.51 | 15.63 |
Small Cap | 18.82 | 24.53 |
Sector Allocation
Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 3.84 | 2.75 |
Energy | 4.78 | 4.27 |
Industrials | 15.99 | 7.54 |
Technology | 9.55 | 5.58 |
Financial Services | 26.25 | 38.78 |
Consumer Cyclical | 16.38 | 11.52 |
Consumer Defensive | 6.33 | 9.99 |
Basic Materials | 5.16 | 9.67 |
Healthcare | 5.61 | 7.6 |
Utilities | 2.29 | - |
Communication Services | 2.57 | 1.37 |
Real Estate | 1.27 | 0.93 |
Top Comparisons
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns11.51%
Quant Flexi Cap Fund-Growth
3Y Returns15.21%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.01%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns20.38%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns13.46%
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns17.48%
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option
3Y Returns13.42%