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Tata Flexi Cap Fund vs Axis Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2886 Cr | ₹12125 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 | 1.94 | 1.73 |
| 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 | 5.37% | 8.3% |
| 6 Month | -9.84% | -12.29% |
| 1 Year | 9.99% | 8.88% |
| 3 Year | 13.25% | 10.24% |
| 5 Year | 21.14% | 18.44% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.41% | -4.77% |
| 1 Year | -3.72% | -6.76% |
| 3 Year | 14.33% | 13.08% |
| 5 Year | 14.57% | 13.02% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.24% | 13.49% |
| 3 Year | 15.51% | 14.2% |
| 5 Year | 15.14% | 14.04% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.4% | 14.57% |
| Sharp | 0.47% | 0.141% |
| Beta | 0.8% | 0.948% |
| Alpha | 0.34% | -4.284% |
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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 |
| Funds Managed | 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 | 2.85 | 6.55 |
| Large Cap | 56.99 | 64.6 |
| Mid Cap | 15.63 | 17.3 |
| Small Cap | 24.53 | 11.55 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.75 | 6.27 |
| Energy | 4.27 | - |
| Basic Materials | 9.67 | 5.19 |
| Consumer Defensive | 9.99 | 3.07 |
| Industrials | 7.54 | 13.04 |
| Financial Services | 38.78 | 26.2 |
| Healthcare | 7.6 | 8.68 |
| Technology | 5.58 | 8.43 |
| Communication Services | 1.37 | 4.18 |
| Consumer Cyclical | 11.52 | 17.8 |
| Real Estate | 0.93 | 3.99 |
| Utilities | - | 3.16 |
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