Aditya Birla Sun Life Flexi Cap Fund vs BANDHAN Flexi Cap Fund compare
BANDHAN Flexi Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Fund | BANDHAN Flexi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7384 Cr | ₹23266 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Sep 2005 | 27 Aug 1998 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 16% | 20% |
| Expense Ratio | 1.88 | 1.68 |
| Manager | Ritika Behera | Dhaval Joshi |
| ISIN Code | INF194K01391 | INF209K01AJ8 |
| Exits Load | Bandhan Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 2.7% | 4.27% |
| 6 Month | 7.45% | 8.8% |
| 1 Year | 6.23% | 7.64% |
| 3 Year | 15.19% | 17.55% |
| 5 Year | 18.96% | 20.43% |
SIP Return Analysis
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.36% | 0.39% |
| 1 Year | 8.61% | 9.02% |
| 3 Year | 12.97% | 14.35% |
| 5 Year | 13.39% | 14.32% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 12.67% | 16.28% |
| 3 Year | 15.35% | 16.31% |
| 5 Year | 16.17% | 17.33% |
Risk Management
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 11.63% | 12.74% |
| Sharp | 0.72% | 0.83% |
| Beta | 0.85% | 0.96% |
| Alpha | 0.33% | 1.52% |
Fund Managers
| Scheme Name | BANDHAN Flexi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Name | Ritika Behera | Dhaval Joshi |
| Total AUM | ₹43013 Cr | ₹361932 Cr |
| Funds Managed | 19 | 55 |
| BANDHAN Flexi Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 7.43 | 4.87 |
| Large Cap | 71.81 | 64.21 |
| Mid Cap | 9.34 | 18.12 |
| Small Cap | 11.42 | 12.8 |
Sector Allocation
| Scheme Name |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 3.74 | 1.91 |
| Communication Services | 4.38 | 2.74 |
| Energy | 5.37 | 4.67 |
| Technology | 11.37 | 9.36 |
| Consumer Defensive | 5.62 | 7.59 |
| Industrials | 6.12 | 10.97 |
| Basic Materials | 6.14 | 10.29 |
| Healthcare | 5.3 | 6.61 |
| Financial Services | 34.72 | 31.42 |
| Consumer Cyclical | 13.73 | 13.78 |
| Utilities | 3.51 | - |
| Real Estate | - | 0.64 |
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