EquityFlexi Cap FundDirect · Growth
Tata Flexi Cap Fund-Direct Plan-Growth
Tata · Scheme 144546
₹26.74▼ 0.41%NAV · 2026-09-18
Decent FundScore
AUM
₹3,705 cr
Expense ratio
0.86%
3Y CAGR
12.1%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Sonam UdasiExit load: Exit load of 0.50%, if redeemed within 30 days.
Decent · 57/100
A solid option with a few areas worth a closer look.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 2.6%
- ✓Alpha vs benchmark: +4.4%
📉 What could drag it down
- •Down 0.7% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe 0.48) — took on risk without enough payoff.
- •3Y CAGR vs category: -2.0% vs category avg
- •5Y CAGR vs category: -1.5% vs category avg
FundScore breakdown
57/100 · Decent
Returns
Weak
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.