Aditya Birla Sun Life Flexi Cap Fund vs Axis Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23606 Cr | ₹13316 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Aug 1998 | 24 Nov 2017 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 30% |
Expense Ratio | 1.68 | 1.73 |
Manager | Dhaval Joshi | Shreyash Devalkar |
ISIN Code | INF209K01AJ8 | INF846K01B51 |
Exits Load | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.13% | -1.25% |
6 Month | 9.22% | 10.14% |
1 Year | 2.5% | 3.31% |
3 Year | 17.89% | 14.96% |
5 Year | 21.06% | 17.66% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.73% | 7.35% |
1 Year | 7.5% | 10.83% |
3 Year | 17.49% | 17.05% |
5 Year | 16.6% | 14.67% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.85% | 12.08% |
3 Year | 16.17% | 14.02% |
5 Year | 17.02% | 14.15% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.55% | 14.11% |
Sharp | 1.17% | 0.87% |
Beta | 0.94% | 0.96% |
Alpha | 0.81% | -1.27% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Shreyash Devalkar |
Total AUM | ₹361932 Cr | ₹166770 Cr |
Funds Managed | 55 | 14 |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.93 | 11.59 |
Large Cap | 65.68 | 58.7 |
Mid Cap | 16.72 | 18.43 |
Small Cap | 12.67 | 11.28 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.91 | 5.56 |
Communication Services | 3.12 | 4.82 |
Energy | 5.84 | - |
Technology | 8.41 | 6.03 |
Healthcare | 6.93 | 9.08 |
Industrials | 11.14 | 14.87 |
Financial Services | 32.46 | 29.52 |
Basic Materials | 10.13 | 5.94 |
Consumer Cyclical | 12.17 | 16.46 |
Consumer Defensive | 7.27 | 1.3 |
Real Estate | 0.6 | 4.11 |
Utilities | - | 2.31 |
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