Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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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)	₹2886 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	1.94	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	5.93%	6.33%
6 Month	-8.93%	-9.74%
1 Year	9.99%	6.73%
3 Year	12.72%	-
5 Year	20.88%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
6 Month	-2.41%	-3.71%
1 Year	-3.72%	-5.32%
3 Year	14.33%	-
5 Year	14.57%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
1 Year	14.24%	25.7%
3 Year	15.51%	-
5 Year	15.14%	-

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	11.4%	-
Sharp	0.47%	-
Beta	0.8%	-
Alpha	0.34%	-

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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
Funds Managed	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	2.85	2.95
Large Cap	56.99	71.33
Mid Cap	15.63	13.08
Small Cap	24.53	12.64

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Sundaram Flexicap Fund Regular Growth
Others	2.75	3.46
Energy	4.27	5.61
Basic Materials	9.67	5.37
Consumer Defensive	9.99	6.69
Industrials	7.54	13.77
Financial Services	38.78	31.92
Healthcare	7.6	7.21
Technology	5.58	8.91
Communication Services	1.37	5.94
Consumer Cyclical	11.52	9.69
Real Estate	0.93	-
Utilities	-	1.44