Tata Flexi Cap Fund vs DSP Flexi Cap Fund compare

Tata Flexi Cap Fund vs DSP Flexi Cap Fund compare

Link copied to clipboard!

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

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)	₹3699 Cr	₹12328 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	-2.89%	-3.47%
6 Month	-1.97%	-2.21%
1 Year	7.39%	3.68%
3 Year	15.86%	16.97%
5 Year	12.53%	13.88%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-0.37%
1 Year	7.72%	6%
3 Year	12.65%	11.78%
5 Year	12.93%	13.11%

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
1 Year	12.2%	11.15%
3 Year	15.66%	14.66%
5 Year	15.78%	14.93%

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	0.94%	0.9%
Beta	0.82%	0.94%
Alpha	1.6%	1.35%

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	9.69	10.36
Large Cap	63.58	54.28
Mid Cap	14.78	18.92
Small Cap	11.95	16.43

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Others	7.58	1.68
Energy	5.42	4.29
Technology	10.42	10.15
Consumer Cyclical	10.32	8.93
Consumer Defensive	8.7	4.63
Industrials	6.41	7.25
Financial Services	26.27	40.36
Basic Materials	12.53	8.2
Healthcare	4.92	8.59
Real Estate	3.54	0.11
Communication Services	1.72	4.79
Utilities	2.18	1.02

Top Comparisons

Kotak Banking and PSU Debt - Growth

3Y Returns7.3%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns6.84%

Compare Now

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan

3Y Returns13.13%

VS

Kotak Multi Asset Omni FOF - Growth

3Y Returns19.92%

Compare Now

Franklin India Focused Equity Fund - Growth Plan

3Y Returns14.27%

VS

HDFC Focused Fund - GROWTH PLAN

3Y Returns20.51%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns11.63%

VS

SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns25.18%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully