Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Flexi Cap Fund vs DSP Flexi Cap Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
Fund Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2886 Cr ₹11033 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2018 07 Jun 2007
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 69.17% 29%
Expense Ratio 1.94 1.74
Manager Amey Sathe Rohit Singhania
ISIN Code INF277K019K2 INF740K01037
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 DSP Flexi Cap Fund - Regular Plan - 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 DSP Flexi Cap Fund - Regular Plan - Growth
1 Month 8.49% 6.51%
6 Month -3.02% -7.42%
1 Year 12.26% 13.46%
3 Year 13.33% 15.05%
5 Year 19.89% 22.58%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
6 Month 3.22% 0.45%
1 Year 3.59% -1.98%
3 Year 16.38% 17.19%
5 Year 15.51% 16.96%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
1 Year 14.24% 12.25%
3 Year 15.51% 14.3%
5 Year 15.14% 14.31%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 11.4% 13.45%
Sharp 0.45% 0.52%
Beta 0.8% 0.99%
Alpha - 1.05%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth
Name Amey Sathe Rohit Singhania
Total AUM ₹11910 Cr ₹46862 Cr
Funds Managed 4 7
Tata Flexi Cap Fund -Regular Plan-Growth DSP Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Others 3.13 4.44
Large Cap 58.34 58.95
Mid Cap 14.68 19.29
Small Cap 23.85 17.32

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Others 3.02 4.44
Energy 4.28 2.32
Basic Materials 9.55 8.87
Consumer Defensive 9.62 6.69
Industrials 7.26 7.63
Financial Services 40.02 36.68
Healthcare 7.59 9.79
Technology 5.01 9.55
Communication Services 1.35 3.84
Consumer Cyclical 11.56 9.01
Real Estate 0.75 0.06
Utilities - 1.1

Top Comparisons

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns20.81%

VS

ICICI Prudential Quant Fund Growth ICICI Prudential Quant Fund Growth

3Y Returns14.32%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns16.72%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.38%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns13.8%

VS

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns15.18%

Compare Now

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns12.86%

VS

Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

3Y Returns13.72%

Compare Now
Add to Cart Successfully