TATA FLEXI CAP FUND - REGULAR PLAN - GROWTH

NORMAL RISK
Equity
Equity: Flexi Cap
6M returns
-3.41 %
Current NAV
22.21
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Min. SIP
5000
AUM
₹ 2902.2 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank9.5 %
Reliance Industries4.1 %
Axis Bank3.7 %
Kotak Mahindra Bank3.7 %
ICICI Bank3.5 %
Maruti Suzuki India3.0 %

Fund Manager

AS
Abhinav Sharma
AS
Amey Sathe
AB
Aditya Bagul

Fund Information

Launched
09 Sep 2018(6 years ago)
Expense ratio1.93000000%
Exit LoadFor units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
Benchmark index
NIFTY 500 TRI100%

Fund Objective

The Scheme aims to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalization. The scheme will predominantly invest in equity and equity related instruments of well researched and growth oriented companies.

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