Tata Flexi Cap Fund vs LIC MF Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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LIC MF Flexi Cap Fund-Growth

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LIC MF Flexi Cap Fund-Regular Plan-Growth

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Chart Comparison

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

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 Risk	Very High Risk	Very High Risk
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

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	-2.29%	-9.26%	-9.26%
6 Month	-7.99%	-14.59%	-14.59%
1 Year	8.11%	1.63%	1.63%
3 Year	12.5%	10.45%	10.45%
5 Year	13.65%	11.06%	11.06%

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	-	-	-
1 Year	-3.42%	-15.12%	-15.12%
3 Year	13.43%	9.89%	9.89%
5 Year	14.6%	12.23%	12.23%

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%

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%	0.42%	0.42%
Beta	0.83%	0.91%	0.91%
Alpha	-0.76%	-1.43%	-1.43%

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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
Fund Manage	4	3	3
	Tata Flexi Cap Fund -Regular Plan-Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Others	5.31	2.7	2.7
Large Cap	47.99	41.41	41.41
Mid Cap	19.09	14.39	14.39
Small Cap	27.61	41.52	41.52

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Others	5.31	2.7	2.7
Petroleum Products	3.98	-	-
Cement & Cement Products	4.62	-	-
Personal Products	2.81	0.87	0.87
Construction	3.68	-	-
Finance	9	8.77	8.77
Ferrous Metals	1.28	-	-
Consumer Durables	3.93	3.34	3.34
Insurance	2.82	1.25	1.25
Pharmaceuticals & Biotechnology	6.3	6.34	6.34
Banks	22.27	15.53	15.53
Realty	2.64	2.71	2.71
Agricultural, Commercial & Construction Vehicles	1.74	-	-
Industrial Manufacturing	1.2	0.37	0.37
Telecom - Services	1.29	-	-
Diversified FMCG	2.27	3.56	3.56
Retailing	3.21	2.54	2.54
Food Products	1.93	0.96	0.96
Leisure Services	0.97	1.68	1.68
Transport Services	0.5	4.62	4.62
Auto Components	2.14	2.31	2.31
Healthcare Services	1.75	1.05	1.05
IT - Software	4.38	7.88	7.88
Automobiles	2.39	5.43	5.43
Commercial Services & Supplies	1.13	0.36	0.36
Industrial Products	2.92	3.46	3.46
Transport Infrastructure	1.37	-	-
Capital Markets	2.17	-	-
Non - Ferrous Metals	-	0.57	0.57
Chemicals & Petrochemicals	-	2.85	2.85
Gas	-	1.63	1.63
Media	-	0.44	0.44
IT - Services	-	1.42	1.42
Agricultural Food & other Products	-	2.2	2.2
Beverages	-	2.56	2.56
Textiles & Apparels	-	2.64	2.64
Oil	-	0.42	0.42
Power	-	2.98	2.98
Electrical Equipment	-	1.96	1.96
Household Products	-	1.18	1.18
Other Utilities	-	3.44	3.44