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) | ₹23606 Cr | ₹2802 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 | -3.57% | -3.91% |
6 Month | 6.84% | 4.27% |
1 Year | 0.86% | -3.12% |
3 Year | 16.94% | 17.97% |
5 Year | 20.69% | 22% |
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 | 3.93% | 3.88% |
1 Year | 4.86% | 0.81% |
3 Year | 15.92% | 16.15% |
5 Year | 15.54% | 16.92% |
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 | 16.53% | 12.79% |
3 Year | 16.26% | 15.26% |
5 Year | 17.18% | 14.89% |
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% | 14.09% |
Sharp | 1.17% | 1.13% |
Beta | 0.94% | 0.98% |
Alpha | 0.81% | 2.02% |
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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 | 4.93 | 9.25 |
Large Cap | 65.68 | 60.56 |
Mid Cap | 16.72 | 22.4 |
Small Cap | 12.67 | 7.8 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.91 | 2.83 |
Communication Services | 3.12 | 3.53 |
Energy | 5.84 | 5.48 |
Technology | 8.41 | 12.01 |
Healthcare | 6.93 | 7.8 |
Industrials | 11.14 | 11.63 |
Financial Services | 32.46 | 28.77 |
Basic Materials | 10.13 | 5.54 |
Consumer Cyclical | 12.17 | 11.47 |
Consumer Defensive | 7.27 | 5.92 |
Real Estate | 0.6 | 2.19 |
Utilities | - | 2.84 |
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