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) | ₹23266 Cr | ₹8631 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 | 4.27% | 2.52% |
| 6 Month | 8.8% | 8.62% |
| 1 Year | 7.64% | 5.46% |
| 3 Year | 17.55% | 14.18% |
| 5 Year | 20.43% | 16.65% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.46% | 0.04% |
| 1 Year | 8.92% | 7.65% |
| 3 Year | 14.49% | 13.4% |
| 5 Year | 14.32% | 12.03% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.28% | 10.74% |
| 3 Year | 16.31% | 14.15% |
| 5 Year | 17.33% | 14.69% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.74% | 13.15% |
| Sharp | 0.83% | 0.58% |
| Beta | 0.96% | 0.95% |
| Alpha | 1.52% | -1.29% |
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 | 4.87 | 14.52 |
| Large Cap | 64.21 | 53.81 |
| Mid Cap | 18.12 | 19.39 |
| Small Cap | 12.8 | 12.28 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.91 | 7.37 |
| Communication Services | 2.74 | 4.64 |
| Energy | 4.67 | - |
| Technology | 9.36 | 7.17 |
| Healthcare | 6.61 | 9.57 |
| Industrials | 10.97 | 14.52 |
| Basic Materials | 10.29 | 5.87 |
| Financial Services | 31.42 | 28.33 |
| Consumer Cyclical | 13.78 | 17.63 |
| Consumer Defensive | 7.59 | 0.46 |
| Real Estate | 0.64 | 3.2 |
| Utilities | - | 1.25 |
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