Aditya Birla Sun Life Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24815 Cr | ₹3073 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Aug 1998 | 03 Feb 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 49% |
| Expense Ratio | 1.68 | 1.96 |
| Manager | Dhaval Joshi | Trideep Bhattacharya |
| ISIN Code | INF209K01AJ8 | INF843K01KN5 |
| 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 | Edelweiss 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 | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.2% | -0.41% |
| 6 Month | 6.97% | 5.95% |
| 1 Year | 9.34% | 2.33% |
| 3 Year | 17.62% | 18.37% |
| 5 Year | 16.72% | 18.42% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.04% | 1.83% |
| 1 Year | 16.28% | 12.67% |
| 3 Year | 16.84% | 15.95% |
| 5 Year | 15.88% | 16.48% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.83% | 11.73% |
| 3 Year | 16.67% | 15.58% |
| 5 Year | 16.32% | 15.23% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.55% | 13.34% |
| Sharp | 0.85% | 0.82% |
| Beta | 0.96% | 0.99% |
| Alpha | 1.22% | 2.43% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Trideep Bhattacharya |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 9 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.27 | 8.28 |
| Large Cap | 61.62 | 56.87 |
| Mid Cap | 19.98 | 26.59 |
| Small Cap | 13.13 | 8.25 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.18 | 1.91 |
| Communication Services | 2.63 | 2.55 |
| Energy | 4.88 | 4.93 |
| Technology | 10.2 | 11.8 |
| Healthcare | 7.5 | 6.9 |
| Industrials | 9.17 | 10.94 |
| Basic Materials | 10.43 | 6.49 |
| Financial Services | 31.89 | 31.92 |
| Consumer Cyclical | 14.02 | 12.62 |
| Consumer Defensive | 7.5 | 5.89 |
| Real Estate | 0.6 | 1.72 |
| Utilities | - | 2.33 |
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