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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹3,419 Cr
Lock In Period
N/A
Expense Ratio
1.86
Benchmark
BSE 500 Total Return
Exit Load
Redemption/Switch-out/SWP/STP on or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment - NILRedemption/Switch-out/SWP/STP on or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment - 1%Redemption/Switch-out/SWP/STP after expiry of 12 Months from the date of allotment - NIL.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-06-30
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About Fund
Tata Flexi Cap Fund Growth managed by Tata Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹3,419 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.86. Under the expert guidance of Amey Sathe ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Tata Flexi Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Flexi Cap Fund Growth is 1.86. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Flexi Cap Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Tata Flexi Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Flexi Cap Fund Growth is ₹3,419 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Flexi Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500