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) ₹2910 Cr ₹2154 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Aug 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 1.94 2
Manager Amey Sathe Dwijendra Srivastava
ISIN Code INF277K019K2 INF903JA1LB8
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days./365

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Sundaram Flexicap Fund Regular Growth
1 Month -4.16% 2.39%
6 Month 11.07% 17.2%
1 Year 32.09% 31.98%
3 Year 13.09% -
5 Year 15.87% -

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 13.56% 11.68%
3 Year 31.33% 21.95%
5 Year 56.93% 21.95%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Sundaram Flexicap Fund Regular Growth
1 Year 13.92% 27.74%
3 Year 15.84% -
5 Year 15.14% -

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Sundaram Flexicap Fund Regular Growth
Standard Deviation 11.4% 8.4%
Sharp 0.68% -
Beta 0.85% -
Alpha -1.37% -

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Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth 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 7.91 3.68
Large Cap 46.17 75.13
Small Cap 23.69 13.19
Mid Cap 22.23 8.02

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Sundaram Flexicap Fund Regular Growth

Others 4.08 0.59
Energy 9.26 9.77
Technology 4.96 7.52
Automobile 2.92 3.88
Materials 4.45 4.04
Consumer Staples 7.21 6.47
Construction 6.97 6.18
Financial 27.21 29.63
Metals & Mining 2.46 1.32
Insurance 2 -
Healthcare 7.01 7.87
Capital Goods 7.19 0.88
Communication 1.54 3.82
Services 8.25 13.32
Consumer Discretionary 2.95 3.03
Chemicals 1.54 1.7

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