Tata Flexi Cap Fund vs Quant Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Fund | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2886 Cr | ₹6829 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Sep 2018 | 20 Oct 2008 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 69.17% | % |
Expense Ratio | 1.94 | 1.78 |
Manager | Amey Sathe | Sanjeev Sharma |
ISIN Code | INF277K019K2 | INF966L01457 |
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 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Month | -2.29% | -6.31% |
6 Month | -7.99% | -19.82% |
1 Year | 8.11% | -6.73% |
3 Year | 12.5% | 16.47% |
5 Year | 13.65% | 28.16% |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.42% | -21.82% |
3 Year | 13.43% | 13.39% |
5 Year | 14.6% | 22.57% |
Rolling Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
1 Year | 14.24% | 11.62% |
3 Year | 15.51% | 15.88% |
5 Year | 15.14% | 17.11% |
Risk Management
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Standard Deviation | 11.4% | 17.196% |
Sharp | 0.47% | 0.641% |
Beta | 0.83% | 1.114% |
Alpha | -0.76% | 2.062% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
Name | Amey Sathe | Sanjeev Sharma |
Total AUM | ₹11910 Cr | ₹39731 Cr |
Fund Manage | 4 | 22 |
Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
Market Cap
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 5.31 | 16.99 |
Large Cap | 47.99 | 61.15 |
Mid Cap | 19.09 | 6.81 |
Small Cap | 27.61 | 15.05 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 5.31 | 16.99 |
Petroleum Products | 3.98 | 9.51 |
Cement & Cement Products | 4.62 | 1.67 |
Personal Products | 2.81 | - |
Construction | 3.68 | 2.2 |
Finance | 9 | 6.36 |
Ferrous Metals | 1.28 | 1.59 |
Consumer Durables | 3.93 | 1.43 |
Insurance | 2.82 | 5.59 |
Pharmaceuticals & Biotechnology | 6.3 | 6.11 |
Banks | 22.27 | - |
Realty | 2.64 | - |
Agricultural, Commercial & Construction Vehicles | 1.74 | - |
Industrial Manufacturing | 1.2 | - |
Telecom - Services | 1.29 | - |
Diversified FMCG | 2.27 | 11.24 |
Retailing | 3.21 | 1.75 |
Food Products | 1.93 | 5.16 |
Leisure Services | 0.97 | - |
Transport Services | 0.5 | - |
Auto Components | 2.14 | 7.31 |
Healthcare Services | 1.75 | - |
IT - Software | 4.38 | 1.35 |
Automobiles | 2.39 | - |
Commercial Services & Supplies | 1.13 | - |
Industrial Products | 2.92 | - |
Transport Infrastructure | 1.37 | - |
Capital Markets | 2.17 | - |
Chemicals & Petrochemicals | - | 2.72 |
Fertilizers & Agrochemicals | - | 1.63 |
Agricultural Food & other Products | - | 0.42 |
Power | - | 11.89 |
Entertainment | - | 2 |
Diversified | - | 3.08 |
Top Comparisons
HSBC Flexi Cap Fund - Regular Growth
3Y Returns13.85%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns17.74%
Franklin India Opportunities Fund - Growth
3Y Returns24.93%
Tata Quant Fund-Regular Plan-Growth
3Y Returns12.28%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns17.45%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns14.98%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns13.22%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns12.33%