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

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

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Tata Flexi Cap Fund -Regular Plan-Growth

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Overview

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹22507 Cr	₹3009 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹1000
Launch Date	27 Aug 1998	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	20%	69.17%
Expense Ratio	1.68	1.93
Manager	Dhaval Joshi	Amey Sathe
ISIN Code	INF209K01AJ8	INF277K019K2
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	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	-4.17%	-2.08%
6 Month	-3.95%	-4.31%
1 Year	12.98%	11.14%
3 Year	13.45%	12.11%
5 Year	15.66%	14.01%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-	-
1 Year	0.47%	1.17%
3 Year	16.86%	15.52%
5 Year	17.78%	15.67%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	17.29%	14.26%
3 Year	16.34%	15.8%
5 Year	16.91%	15.24%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.55%	11.4%
Sharp	0.53%	0.4%
Beta	0.97%	0.85%
Alpha	-0.89%	-2.15%

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Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Dhaval Joshi	Amey Sathe
Total AUM	₹361932 Cr	₹11910 Cr
Fund Manage	55	4
	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	0.98	5.31
Large Cap	67.65	47.99
Small Cap	13.11	27.61
Mid Cap	17.83	19.09

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	0.98	5.31
Telecom - Services	3.25	1.29
Petroleum Products	5.03	3.98
IT - Software	10.74	4.38
Construction	2.89	3.68
Finance	4.45	9
Banks	20.57	22.27
Non - Ferrous Metals	1.22	-
Pharmaceuticals & Biotechnology	6.63	6.3
Cement & Cement Products	2.5	4.62
Paper, Forest & Jute Products	0.56	-
Healthcare Services	2.27	1.75
Electrical Equipment	2.5	-
Auto Components	4.54	2.14
Ferrous Metals	0.98	1.28
Automobiles	5.24	2.39
Chemicals & Petrochemicals	2.23	-
Personal Products	1.11	2.81
Insurance	3.99	2.82
Consumer Durables	4.27	3.93
Industrial Products	2.85	2.92
Agricultural Food & other Products	1.47	-
Retailing	1.86	3.21
Entertainment	0.43	-
Fertilizers & Agrochemicals	0.24	-
Aerospace & Defense	0.51	-
Minerals & Mining	0.37	-
Transport Services	0.57	0.5
Industrial Manufacturing	0.26	1.2
Realty	0.59	2.64
Capital Markets	0.53	2.17
Beverages	3.94	-
Agricultural, Commercial & Construction Vehicles	-	1.74
Diversified FMCG	-	2.27
Food Products	-	1.93
Leisure Services	-	0.97
Commercial Services & Supplies	-	1.13
Transport Infrastructure	-	1.37