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Tata Flexi Cap Fund vs Quant Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon Quant Flexi Cap Fund-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 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 Very High
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 8.49% 8.05%
6 Month -3.02% -10.78%
1 Year 12.26% -2.96%
3 Year 13.33% 15.62%
5 Year 19.89% 34.09%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth Quant Flexi Cap Fund-Growth
6 Month -0.64% -3.03%
1 Year -3.92% -18.36%
3 Year 13.47% 13.19%
5 Year 13.71% 20.2%

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 0.45% 0.641%
Beta 0.8% 1.114%
Alpha - 2.062%

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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
Funds Managed 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 3.13 13.95
Large Cap 58.34 63.89
Mid Cap 14.68 9.94
Small Cap 23.85 12.21

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

Quant Flexi Cap Fund-Growth

Others 3.02 13.95
Energy 4.28 13.63
Basic Materials 9.55 7.15
Consumer Defensive 9.62 14.11
Industrials 7.26 5.97
Financial Services 40.02 17.71
Healthcare 7.59 6.97
Technology 5.01 -
Communication Services 1.35 1.72
Consumer Cyclical 11.56 7.15
Real Estate 0.75 -
Utilities - 11.64

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