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) | ₹22962 Cr | ₹12796 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 | 3% | 3.19% |
6 Month | 15.18% | 17.98% |
1 Year | -0.07% | 0.37% |
3 Year | 16.3% | 13.43% |
5 Year | 20.49% | 17.14% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.89% | 5.03% |
1 Year | 12.42% | 14.26% |
3 Year | 16.92% | 16.41% |
5 Year | 15.81% | 13.86% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.53% | 11.22% |
3 Year | 16.26% | 14.21% |
5 Year | 17.18% | 14.46% |
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% | 13.22% |
Sharp | 0.8% | 0.48% |
Beta | 0.95% | 0.93% |
Alpha | 1.47% | -1.04% |
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 | 5.33 | 11.57 |
Large Cap | 65.38 | 57.51 |
Mid Cap | 16.17 | 18.76 |
Small Cap | 13.11 | 12.16 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.46 | 5.23 |
Communication Services | 3.03 | 4.67 |
Energy | 4.79 | - |
Technology | 7.92 | 5.8 |
Healthcare | 7.34 | 10.41 |
Industrials | 11.52 | 15.2 |
Financial Services | 32.29 | 29.21 |
Basic Materials | 10.34 | 6.13 |
Consumer Cyclical | 12.46 | 16.61 |
Consumer Defensive | 7.18 | 1.35 |
Real Estate | 0.67 | 3.96 |
Utilities | - | 1.44 |
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