Aditya Birla Sun Life Flexi Cap Fund vs DSP Flexi Cap Fund compare

Aditya Birla Sun Life Flexi Cap Fund vs DSP Flexi Cap Fund compare

Link copied to clipboard!

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Invest Now

DSP Flexi Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Fund	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24815 Cr	₹12371 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹100
Launch Date	27 Aug 1998	07 Jun 2007
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	20%	29%
Expense Ratio	1.68	1.74
Manager	Dhaval Joshi	Rohit Singhania
ISIN Code	INF209K01AJ8	INF740K01037
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	DSP Flexi Cap Fund - Regular Plan - 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	DSP Flexi Cap Fund - Regular Plan - Growth
1 Month	-0.14%	-1.06%
6 Month	5.51%	1.77%
1 Year	7.61%	1.29%
3 Year	17.47%	17.02%
5 Year	16.53%	15.76%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth
6 Month	3.81%	1.93%
1 Year	18.75%	12.16%
3 Year	16.86%	14.21%
5 Year	15.6%	14.28%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth
1 Year	15.83%	11.28%
3 Year	16.67%	14.63%
5 Year	16.32%	14.92%

Risk Management

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.55%	13.45%
Sharp	0.85%	0.84%
Beta	0.96%	0.93%
Alpha	1.22%	1.65%

Fund Managers

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Name	Dhaval Joshi	Rohit Singhania
Total AUM	₹361932 Cr	₹46862 Cr
Funds Managed	55	7
	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Others	5.27	10.62
Large Cap	61.62	55.34
Mid Cap	19.98	17.99
Small Cap	13.13	16.05

Sector Allocation

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Others	1.18	1.62
Communication Services	2.63	4.89
Energy	4.88	4.01
Technology	10.2	9.98
Healthcare	7.5	9.01
Industrials	9.17	7.04
Basic Materials	10.43	7.77
Financial Services	31.89	40.34
Consumer Cyclical	14.02	8.45
Consumer Defensive	7.5	5.75
Real Estate	0.6	0.1
Utilities	-	1.04

Top Comparisons

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns33.32%

VS

Aditya Birla Sun Life Gold Fund-Growth

3Y Returns32.9%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.07%

VS

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns7.18%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.97%

VS

Tata Ultra Short Term Fund-Regular Plan-Growth

3Y Returns6.67%

Compare Now

Kotak Bond Short Term Plan-(Growth)

3Y Returns7.1%

VS

HDFC Short Term Debt Fund - Growth Option

3Y Returns7.71%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully