Quant Flexi Cap Fund vs Tata Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

tortoise-icon Quant Flexi Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
Fund Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2910 Cr ₹6887 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2018 01 Sep 2008
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 69.17% %
Expense Ratio 1.94 1.77
Manager Amey Sathe Sanjeev Sharma
ISIN Code INF277K019K2 INF966L01457
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 15 days./365

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
1 Month 6.74% -0.89%
6 Month 25.74% 17.07%
1 Year 34.35% 56.92%
3 Year 14.92% 26.54%
5 Year 19.22% 36.52%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
6 Month - -
1 Year 13.56% 26.92%
3 Year 31.33% 59.74%
5 Year 56.93% 144.07%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
1 Year 18.03% 38.59%
3 Year 43.18% 97.39%
5 Year 62.15% 150.04%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
Standard Deviation 11.4% 15.83%
Sharp 0.71% 1.17%
Beta 0.85% 0.98%
Alpha -1.49% 5.11%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
Name Amey Sathe Sanjeev Sharma
Total AUM ₹11910 Cr ₹39731 Cr
Fund Manage 4 22
Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Quant Flexi Cap Fund-Growth

Others 7.91 23.88
Large Cap 46.17 46.61
Small Cap 23.69 13.52
Mid Cap 22.23 16

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Quant Flexi Cap Fund-Growth

Others 4.08 3.47
Energy 9.26 21.75
Technology 4.96 4.04
Automobile 2.92 4.82
Materials 4.45 3.8
Consumer Staples 7.21 7.89
Construction 6.97 4.42
Financial 27.21 28.98
Metals & Mining 2.46 4.3
Insurance 2 2.84
Healthcare 7.01 6.77
Capital Goods 7.19 1.06
Communication 1.54 -
Services 8.25 4.04
Consumer Discretionary 2.95 -
Chemicals 1.54 1.83

Top Comparisons

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns5.09%

VS

Sundaram Banking and PSU Debt Fund Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

3Y Returns5.43%

Compare Now

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns5.4%

VS

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.33%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns5.54%

VS

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns4.74%

Compare Now

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns21.22%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns22.61%

Compare Now
Request call back
Add to Cart Successfully