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)	₹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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	2.75%	3.53%
6 Month	4.4%	7.45%
1 Year	8.48%	8.85%
3 Year	21.85%	20.25%
5 Year	22.71%	19.71%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	10.62%	10.98%
1 Year	14.66%	17.58%
3 Year	20.41%	19.99%
5 Year	18.31%	17.23%

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%

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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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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.35	6.37
Large Cap	69.72	58.68
Small Cap	12.23	21.18
Mid Cap	16.46	13.77

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.35	4.72
Telecom - Services	3.32	1.49
Petroleum Products	5.78	4.72
IT - Software	8.03	4.12
Pharmaceuticals & Biotechnology	4.73	3.06
Construction	2.1	3.86
Finance	5.61	10.08
Consumer Durables	2.63	3.92
Banks	23.9	23.7
Non - Ferrous Metals	1.52	0.9
Cement & Cement Products	2.64	6.74
Electrical Equipment	2.17	-
Auto Components	4.55	2.68
Automobiles	5.92	3.14
Chemicals & Petrochemicals	2.89	-
Personal Products	1.32	3.11
Healthcare Services	1.87	2.01
Insurance	4.33	1.14
Industrial Products	3.18	-
Agricultural Food & other Products	1.82	-
Retailing	2.16	4.7
Fertilizers & Agrochemicals	0.4	0.38
Minerals & Mining	0.39	-
Transport Services	0.8	0.37
Industrial Manufacturing	0.39	0.07
Realty	0.57	2.35
Capital Markets	0.57	1.96
Ferrous Metals	1.22	2.64
Beverages	3.6	-
Agricultural, Commercial & Construction Vehicles	-	1.46
Diversified FMCG	-	2.45
Food Products	-	1.88
Leisure Services	-	1.18
Transport Infrastructure	-	1.17