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Tata Flexi Cap Fund vs LIC MF Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Tata Flexi Cap Fund -Regular Plan-Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2886 Cr | ₹992 Cr | ₹992 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 06 Sep 2018 | 13 Jan 1993 | 13 Jan 1993 |
| Category | Flexi Cap | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 69.17% | % | 109% |
| Expense Ratio | 1.94 | 2.25 | 2.25 |
| Manager | Amey Sathe | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| ISIN Code | INF277K019K2 | INF767K01071 | INF767K01071 |
| 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 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 4.26% | 5.03% | 5.03% |
| 6 Month | -9.88% | -18.62% | -18.62% |
| 1 Year | 7.24% | 0.15% | 0.15% |
| 3 Year | 11.92% | 10.02% | 10.02% |
| 5 Year | 21.31% | 18.27% | 18.27% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -2.41% | -11.41% | -11.41% |
| 1 Year | -3.72% | -20.11% | -20.11% |
| 3 Year | 14.33% | 8.74% | 8.74% |
| 5 Year | 14.57% | 11.16% | 11.16% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 14.24% | 10.8% | 10.8% |
| 3 Year | 15.51% | 9.48% | 9.48% |
| 5 Year | 15.14% | 9.99% | 9.99% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 11.4% | 11.99% | 11.99% |
| Sharp | 0.47% | 0.25% | 0.25% |
| Beta | 0.8% | 0.96% | 0.96% |
| Alpha | 0.34% | -2.78% | -2.78% |
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Fund Managers
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Amey Sathe | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| Total AUM | ₹11910 Cr | ₹2153 Cr | ₹2153 Cr |
| Funds Managed | 4 | 3 | 3 |
| Tata Flexi Cap Fund -Regular Plan-Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 2.85 | 7.76 | 7.76 |
| Large Cap | 56.99 | 31.83 | 31.83 |
| Mid Cap | 15.63 | 12.53 | 12.53 |
| Small Cap | 24.53 | 47.88 | 47.88 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 2.75 | 5.31 | 5.31 |
| Energy | 4.27 | 0 | 0 |
| Basic Materials | 9.67 | 9.9 | 9.9 |
| Consumer Defensive | 9.99 | 9.18 | 9.18 |
| Industrials | 7.54 | 16.4 | 16.4 |
| Financial Services | 38.78 | 20.63 | 20.63 |
| Healthcare | 7.6 | 6.83 | 6.83 |
| Technology | 5.58 | 5.94 | 5.94 |
| Communication Services | 1.37 | 2.13 | 2.13 |
| Consumer Cyclical | 11.52 | 16.26 | 16.26 |
| Real Estate | 0.93 | 2.21 | 2.21 |
| Utilities | - | 5.21 | 5.21 |
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