32
Flexi CapAvoid
Tata Flexi Cap
Tata · Direct–Growth · rank #37 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-7.2%
-2.5% vs index
3 Years
8.8%
-0.5% vs index
5 Years
7.5%
-0.4% vs index
Since launch
12.3%
Year-by-year performance
2021
+28.3%-2.3% vs index
2022
-2.1%-5.9% vs index
2023
+29.5%+2.9% vs index
2024
+14.0%-1.6% vs index
2025
+12.0%+4.3% vs index
2026
-8.1%-2.0% vs index
Why this score
Tata Flexi Cap scores 32/100 — #37 of 48 Flexi Cap fund (Avoid). It stands out for volatility — beating 89% of peers on volatility. The main drag is its 3y return (better than only 18% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
3Y return8.82% · 18th percentile in category
5Y return7.47% · 20th percentile in category
Volatility12.84 · 89th percentile in category
Sharpe ratio0.18 · 26th percentile in category
1Y return-7.24% · 6th percentile in category
Sortino ratio0.24 · 26th percentile in category
Top holdings
1.HDFC Bank Ltd6.28%
2.ICICI Bank Ltd6.13%
3.Reliance Industries Ltd4.23%
4.Axis Bank Ltd3.87%
5.Bharti Airtel Ltd3.79%
68 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.