Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare

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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	-1.48%	-6.29%
6 Month	-3.16%	-2.9%
1 Year	10.76%	14.52%
3 Year	11.1%	8.16%
5 Year	14.41%	13.86%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	3.6%	5.77%
3 Year	15.77%	15.53%
5 Year	15.95%	15.14%

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%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	11.4%	13.16%
Sharp	0.4%	0.59%
Beta	0.85%	0.94%
Alpha	-2.15%	-4.77%

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

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

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