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 | 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 | 5.37% | 8.66% |
6 Month | -9.84% | -18.55% |
1 Year | 9.99% | -2.15% |
3 Year | 13.25% | 16.77% |
5 Year | 21.14% | 37.97% |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
---|---|---|
6 Month | -1.43% | -3.81% |
1 Year | -3.2% | -17.74% |
3 Year | 14.2% | 14.77% |
5 Year | 14.52% | 21.99% |
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 | 0.8% | 1.114% |
Alpha | 0.34% | 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 |
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 | 2.85 | 13.95 |
Large Cap | 56.99 | 63.89 |
Mid Cap | 15.63 | 9.94 |
Small Cap | 24.53 | 12.21 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
---|---|---|
Others | 2.75 | 13.95 |
Energy | 4.27 | 13.63 |
Basic Materials | 9.67 | 7.15 |
Consumer Defensive | 9.99 | 14.11 |
Industrials | 7.54 | 5.97 |
Financial Services | 38.78 | 17.71 |
Healthcare | 7.6 | 6.97 |
Technology | 5.58 | - |
Communication Services | 1.37 | 1.72 |
Consumer Cyclical | 11.52 | 7.15 |
Real Estate | 0.93 | - |
Utilities | - | 11.64 |
Top Comparisons
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns9.33%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.27%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns6.41%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns10.42%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns16.94%