Sundaram Flexicap Fund Regular Growth 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 Sundaram Flexicap Fund Regular 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 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

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Sundaram Flexicap Fund Regular Growth
1 Month -1.48% -4.31%
6 Month -3.16% -3.05%
1 Year 10.76% 10.48%
3 Year 11.1% -
5 Year 14.41% -

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 3.6% 3.21%
3 Year 15.77% -
5 Year 15.95% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Sundaram Flexicap Fund Regular Growth
Standard Deviation 11.4% 8.4%
Sharp 0.4% -
Beta 0.85% -
Alpha -2.15% -

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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