Overview (as on 16 Apr 2021)

NAV

₹13.2494

1y returns

46.158%

Fund AUM

₹1,829 Cr

Expense Ratio

2.19%

Min SIP

₹150

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
30.77%
Tech
17.09%
Industrials
9.97%
Consumer
9.74%
Basic Materials
8.19%
Defensive
8.12%
Energy
7.51%
Health
5.07%
Utilities
1.89%
Communication
1.64%
Size Breakup
Large Cap
73.77%
Mid Cap
24.23%
Small Cap
2.00%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"The investment objective of the Scheme is to generate capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns."
Scheme Name
Tata Flexi Cap Fund Regular Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
06 September, 2018
Fund Manager
Sonam Udasi
Fund House Details
Fund House
Tata Asset Management Limited
Email
NA
Phone
+912222613782
Address
Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Peer Funds

Tata Flexi Cap Fund Regular Growth

NAV

₹13.2494

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Sonam Udasi
Sonam Udasi

leader

Work Experience
"null"
Abhinav Sharma
Abhinav Sharma

manager

Work Experience
"null"

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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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