Axis Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24443 Cr | ₹13319 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Aug 1998 | 24 Nov 2017 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 30% |
| Expense Ratio | 1.68 | 1.73 |
| Manager | Dhaval Joshi | Shreyash Devalkar |
| ISIN Code | INF209K01AJ8 | INF846K01B51 |
| 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 | Axis 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 | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.25% | -1.62% |
| 6 Month | 5.68% | 1.75% |
| 1 Year | 6.61% | -0.78% |
| 3 Year | 17.08% | 13.87% |
| 5 Year | 16.94% | 12.96% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.81% | -0.68% |
| 1 Year | 18.75% | 9.23% |
| 3 Year | 16.86% | 12.86% |
| 5 Year | 15.6% | 11.73% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.86% | 10.06% |
| 3 Year | 16.65% | 14.19% |
| 5 Year | 16.28% | 14.76% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.55% | 13.17% |
| Sharp | 0.85% | 0.56% |
| Beta | 0.96% | 0.96% |
| Alpha | 1.22% | -0.88% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Shreyash Devalkar |
| Total AUM | ₹361932 Cr | ₹166770 Cr |
| Funds Managed | 55 | 14 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.5 | 14.1 |
| Large Cap | 62.38 | 53.66 |
| Mid Cap | 19.67 | 19.73 |
| Small Cap | 13.44 | 12.51 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.63 | 6.62 |
| Communication Services | 2.69 | 4.92 |
| Energy | 4.82 | - |
| Technology | 9.78 | 6.99 |
| Healthcare | 6.5 | 9.43 |
| Industrials | 10.17 | 14.52 |
| Basic Materials | 10.71 | 5.8 |
| Financial Services | 31.83 | 28.81 |
| Consumer Cyclical | 13.73 | 17.57 |
| Consumer Defensive | 7.49 | 0.47 |
| Real Estate | 0.64 | 3.56 |
| Utilities | - | 1.31 |
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