FundLens
44
Flexi CapAvoid

Tata Flexi Cap

Tata · Direct–Growth · rank #28 of 46 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-2.0%
-2.5% vs index
3 Years
12.8%
+0.5% vs index
5 Years
11.6%
-0.3% vs index
Since launch
13.5%

Year-by-year performance

last entry = YTD
2021
+28.3%
2022
-2.1%
2023
+29.5%
2024
+14.0%
2025
+12.0%
2026
-3.5%

Why this score

Tata Flexi Cap scores 44/100 — #28 of 46 Flexi Cap fund (Avoid). It stands out for volatility and expense ratio — beating 94% of peers on volatility. The main drag is its 5y return (better than only 27% of peers).

Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.

5Y return11.60% · 27th percentile in category
Volatility12.72 · 94th percentile in category
3Y return12.75% · 36th percentile in category
Expense ratio0.82% · 72nd percentile in category
1Y return-1.96% · 11th percentile in category
Sharpe ratio0.49 · 41st percentile in category

Other Flexi Cap funds