32
Flexi CapAvoid
Tata Flexi Cap
Tata · Direct–Growth · rank #37 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-6.2%
-4.1% vs index
3 Years
9.6%
-0.2% vs index
5 Years
8.6%
-0.9% vs index
Since launch
12.7%
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
-6.7%-3.0% 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 5y return (better than only 17% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
5Y return8.61% · 17th percentile in category
3Y return9.60% · 18th percentile in category
Volatility12.73 · 89th percentile in category
Sharpe ratio0.24 · 23rd percentile in category
Alpha-0.95 · 21st percentile in category
1Y return-6.23% · 8th percentile in category
Top holdings
1.ICICI Bank Ltd6.36%
2.HDFC Bank Ltd5.83%
3.Reliance Industries Ltd4.29%
4.Axis Bank Ltd3.87%
5.Bharti Airtel Ltd3.69%
65 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.