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Tata Flexi Cap Fund vs DSP Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
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 | -3.08% | -2.68% |
| 6 Month | -12.17% | -13.39% |
| 1 Year | 5.61% | 7.95% |
| 3 Year | 12.28% | 14.61% |
| 5 Year | 15.79% | 17.18% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.19% | -9.53% |
| 1 Year | -11.17% | -13.78% |
| 3 Year | 11.25% | 12.85% |
| 5 Year | 12.83% | 14.82% |
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 | 12.206% | 14.84% |
| Sharp | 0.476% | 0.461% |
| Beta | 0.799% | 0.963% |
| Alpha | 0.454% | 0.397% |
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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 |
| Fund Manage | 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 | 2.85267 | 3.72081 |
| Large Cap | 56.99299 | 58.48313 |
| Mid Cap | 15.62688 | 19.45068 |
| Small Cap | 24.52744 | 18.3454 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.75103 | 3.72081 |
| Energy | 4.27419 | 2.49806 |
| Basic Materials | 9.67063 | 9.11455 |
| Consumer Defensive | 9.98749 | 6.81428 |
| Industrials | 7.53591 | 8.86378 |
| Financial Services | 38.78252 | 34.50652 |
| Healthcare | 7.59855 | 9.42053 |
| Technology | 5.57753 | 10.06347 |
| Communication Services | 1.37377 | 3.79684 |
| Consumer Cyclical | 11.51567 | 9.74617 |
| Real Estate | 0.93269 | 0.06217 |
| Utilities | - | 1.39284 |
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