Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.40 | 47.82 | 2.51 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 47.83 | 2.42 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
WOC Flexi Cap Fund | 41.05% | — | 29.86% |
Parag Parikh Flexi Cap Fund | 41.07% | 19.47% | 21.19% |
HDFC Flexi Cap Fund | 44.91% | 25.89% | 18.13% |
Kotak Flexicap Fund | 36.08% | 17.55% | 17.96% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Debt
Others
Holdings
5.83 %
Holdings
5.23 %
Holdings
3.23 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
71
Total AUM
₹ 1,87,284.00 Cr.
Ramesh Mantri
AUM: ₹12,432.41 Cr.
|
Exp: 18yrs
Piyush Baranwal
AUM: ₹13,520.85 Cr.
|
Exp: 6yrs
Trupti Agrawal
AUM: ₹12,033.45 Cr.
|
Exp: 10yrs
Dheeresh Pathak
AUM: ₹12,952.67 Cr.
|
Exp: 16yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data