Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare

Overview

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Fund	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3009 Cr	₹2123 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	06 Sep 2018	06 Sep 2022
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	69.17%	42%
Expense Ratio	1.93	2
Manager	Amey Sathe	Dwijendra Srivastava
ISIN Code	INF277K019K2	INF903JA1LB8
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	Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
1 Month	-0.15%	2.23%
6 Month	1.49%	4.85%
1 Year	12.2%	15.19%
3 Year	12.36%	-
5 Year	14.86%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
6 Month	-	-
1 Year	7.99%	12.46%
3 Year	17.35%	-
5 Year	17.04%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
1 Year	14.26%	27.63%
3 Year	15.8%	-
5 Year	15.24%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	11.4%	8.4%
Sharp	0.57%	-
Beta	0.85%	-
Alpha	-1.6%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Name	Amey Sathe	Dwijendra Srivastava
Total AUM	₹11910 Cr	₹14140 Cr
Fund Manage	4	14
	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Others	5.31	3.68
Large Cap	47.99	75.13
Mid Cap	19.09	8.02
Small Cap	27.61	13.19

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Others	5.31	0.59
Petroleum Products	3.98	-
Cement & Cement Products	4.62	-
Personal Products	2.81	-
Construction	3.68	6.18
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	-	9.77
Technology	-	7.52
Financial	-	29.63
Materials	-	4.04
Consumer Staples	-	6.47
Healthcare	-	7.87
Metals & Mining	-	1.32
Services	-	13.32
Automobile	-	3.88
Consumer Discretionary	-	3.03
Capital Goods	-	0.88
Chemicals	-	1.7
Communication	-	3.82