34
Flexi CapAvoid
Tata Flexi Cap
Tata · Direct–Growth · rank #34 of 47 by Smart Score
Data updated
Trailing returns
1 Year
-1.4%
-4.4% vs index
3 Years
10.8%
-0.8% vs index
5 Years
9.6%
-0.8% vs index
Since launch
13.0%
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
-5.2%-3.2% vs index
Why this score
Tata Flexi Cap scores 34/100 — #34 of 47 Flexi Cap fund (Avoid). It stands out for volatility and expense ratio — beating 89% of peers on volatility. The main drag is its 3y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
3Y return10.76% · 15th percentile in category
5Y return9.56% · 20th percentile in category
Volatility12.76 · 89th percentile in category
Sharpe ratio0.33 · 27th percentile in category
Expense ratio0.84% · 76th percentile in category
Alpha-1.25 · 23rd percentile in category
Top holdings
1.ICICI Bank Ltd6.2%
2.HDFC Bank Ltd5.93%
3.Reliance Industries Ltd4.34%
4.Bharti Airtel Ltd3.97%
5.Axis Bank Ltd3.5%
65 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.