Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon Axis Flexi Cap Fund - Regular Plan - 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 Axis Flexi Cap Fund - Regular Plan - Growth
Fund Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3009 Cr ₹12666 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2018 24 Nov 2017
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 69.17% 30%
Expense Ratio 1.93 1.72
Manager Amey Sathe Shreyash Devalkar
ISIN Code INF277K019K2 INF846K01B51
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 Axis Flexi Cap Fund - 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 Axis Flexi Cap Fund - Regular Plan - Growth
1 Month -0.15% 3.9%
6 Month 1.49% 4.32%
1 Year 12.2% 23.65%
3 Year 12.36% 10.97%
5 Year 14.86% 15.39%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 7.99% 18.67%
3 Year 17.35% 19.44%
5 Year 17.04% 17.58%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 14.26% 11.73%
3 Year 15.8% 14.47%
5 Year 15.24% 13.76%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 11.4% 13.16%
Sharp 0.57% 0.59%
Beta 0.85% 0.94%
Alpha -1.6% -4.77%

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Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth
Name Amey Sathe Shreyash Devalkar
Total AUM ₹11910 Cr ₹166770 Cr
Fund Manage 4 14
Tata Flexi Cap Fund -Regular Plan-Growth Axis Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 5.31 5.78
Large Cap 47.99 64.03
Mid Cap 19.09 16.83
Small Cap 27.61 13.33

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Axis Flexi Cap Fund - Regular Plan - Growth

Others 5.31 5.78
Petroleum Products 3.98 -
Cement & Cement Products 4.62 2.79
Personal Products 2.81 -
Construction 3.68 -
Finance 9 7.76
Ferrous Metals 1.28 -
Consumer Durables 3.93 3.25
Insurance 2.82 -
Pharmaceuticals & Biotechnology 6.3 3.7
Banks 22.27 16.37
Realty 2.64 4.24
Agricultural, Commercial & Construction Vehicles 1.74 -
Industrial Manufacturing 1.2 1.23
Telecom - Services 1.29 4.18
Diversified FMCG 2.27 -
Retailing 3.21 7.71
Food Products 1.93 0.7
Leisure Services 0.97 1.17
Transport Services 0.5 2.13
Auto Components 2.14 4.1
Healthcare Services 1.75 3.58
IT - Software 4.38 5.92
Automobiles 2.39 5.79
Commercial Services & Supplies 1.13 -
Industrial Products 2.92 2.44
Transport Infrastructure 1.37 -
Capital Markets 2.17 -
Aerospace & Defense - 3.99
Chemicals & Petrochemicals - 2.42
Electrical Equipment - 3.21
Beverages - 1.86
Power - 3.88
Financial Technology (Fintech) - 1.77

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