Sundaram Flexicap Fund Regular Growth vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
| 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 |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.74% | 2.39% |
| 6 Month | 25.74% | 17.2% |
| 1 Year | 34.35% | 31.98% |
| 3 Year | 14.92% | - |
| 5 Year | 19.22% | - |
| 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% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 18.03% | 18.73% |
| 3 Year | 43.18% | 25.55% |
| 5 Year | 62.15% | 25.55% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 11.4% | 8.4% |
| Sharp | 0.71% | - |
| Beta | 0.85% | - |
| Alpha | -1.49% | - |
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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 |
| 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 | 7.91 | 3.68 |
| Large Cap | 46.17 | 75.13 |
| Small Cap | 23.69 | 13.19 |
| Mid Cap | 22.23 | 8.02 |
| 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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