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

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

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tortoise-icon Axis 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 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) ₹22507 Cr ₹12666 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 1.72
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 2.22% 5.46%
6 Month 9.83% 11.31%
1 Year 28.3% 30.72%
3 Year 15.35% 11.32%
5 Year 18.66% 16.54%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 21.47% 26.9%
3 Year 22.91% 21.58%
5 Year 21.25% 18.67%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 17.29% 11.73%
3 Year 16.34% 14.47%
5 Year 16.91% 13.76%

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% 13.16%
Sharp 0.66% 0.59%
Beta 0.97% 0.94%
Alpha -0.85% -4.77%

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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
Fund Manage 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 0.98 5.78
Large Cap 67.65 64.03
Small Cap 13.11 13.33
Mid Cap 17.83 16.83

Sector Allocation

Scheme Name

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

Axis Flexi Cap Fund - Regular Plan - Growth

Others 0.98 5.78
Telecom - Services 3.25 4.18
Petroleum Products 5.03 -
IT - Software 10.74 5.92
Construction 2.89 -
Finance 4.45 7.76
Banks 20.57 16.37
Non - Ferrous Metals 1.22 -
Pharmaceuticals & Biotechnology 6.63 3.7
Cement & Cement Products 2.5 2.79
Paper, Forest & Jute Products 0.56 -
Healthcare Services 2.27 3.58
Electrical Equipment 2.5 3.21
Auto Components 4.54 4.1
Ferrous Metals 0.98 -
Automobiles 5.24 5.79
Chemicals & Petrochemicals 2.23 2.42
Personal Products 1.11 -
Insurance 3.99 -
Consumer Durables 4.27 3.25
Industrial Products 2.85 2.44
Agricultural Food & other Products 1.47 -
Retailing 1.86 7.71
Entertainment 0.43 -
Fertilizers & Agrochemicals 0.24 -
Aerospace & Defense 0.51 3.99
Minerals & Mining 0.37 -
Transport Services 0.57 2.13
Industrial Manufacturing 0.26 1.23
Realty 0.59 4.24
Capital Markets 0.53 -
Beverages 3.94 1.86
Leisure Services - 1.17
Power - 3.88
Financial Technology (Fintech) - 1.77
Food Products - 0.7

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