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

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

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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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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	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)	₹23266 Cr	₹3476 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	1.94
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

Trailing Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	2.4%	0.49%
6 Month	7.89%	5.97%
1 Year	6.42%	4.69%
3 Year	16.94%	15.5%
5 Year	19.08%	16.37%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	5.22%	2.72%
1 Year	18.92%	13.91%
3 Year	17.74%	15.52%
5 Year	16.19%	14.38%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	16.28%	12.92%
3 Year	16.31%	15.49%
5 Year	17.33%	15.78%

Risk Management

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	0.87%	0.83%
Beta	0.95%	0.81%
Alpha	1.05%	0.8%

Fund Managers

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
Funds Managed	55	4
	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	4.87	4.3
Large Cap	64.21	62.48
Mid Cap	18.12	15.26
Small Cap	12.8	17.95

Sector Allocation

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.91	2.48
Communication Services	2.74	1.13
Energy	4.67	3.92
Technology	9.36	9.46
Healthcare	6.61	3.85
Industrials	10.97	8.12
Basic Materials	10.29	13.32
Financial Services	31.42	31.7
Consumer Cyclical	13.78	11.73
Consumer Defensive	7.59	11.56
Real Estate	0.64	2.72

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