Aditya Birla Sun Life Flexi Cap Fund vs Tata Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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) | ₹22826 Cr | ₹3263 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 | 1.45% | 2.3% |
6 Month | 6.41% | 8.98% |
1 Year | 6.87% | 8.25% |
3 Year | 20.8% | 19.2% |
5 Year | 22.18% | 19.34% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 10.12% | 10.13% |
1 Year | 14.44% | 16.07% |
3 Year | 19.33% | 18.72% |
5 Year | 17.67% | 16.52% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 16.85% | 13.43% |
3 Year | 16.17% | 15.32% |
5 Year | 17.02% | 15.31% |
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 | 0.9% | 0.88% |
Beta | 0.94% | 0.8% |
Alpha | 0.76% | 0.89% |
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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 | 4.98 | 6.93 |
Large Cap | 66 | 57.82 |
Mid Cap | 16.83 | 13.73 |
Small Cap | 12.18 | 21.51 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 2.12 | 5.35 |
Communication Services | 2.98 | 1.34 |
Energy | 5.71 | 4.57 |
Technology | 8.25 | 4.04 |
Healthcare | 6.44 | 4.56 |
Industrials | 10.68 | 7.28 |
Financial Services | 33.21 | 35.58 |
Basic Materials | 10.11 | 12.65 |
Consumer Cyclical | 12.23 | 11.75 |
Consumer Defensive | 7.68 | 10.61 |
Real Estate | 0.61 | 2.26 |
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