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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) ₹24815 Cr ₹13276 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 -0.14% -2.02%
6 Month 3.81% -1.52%
1 Year 10.46% 1.45%
3 Year 18.49% 14.54%
5 Year 16.68% 12.22%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Axis Flexi Cap Fund - Regular Plan - Growth
6 Month 4.3% -0.65%
1 Year 17.54% 7.11%
3 Year 16.68% 12.12%
5 Year 15.78% 11.55%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 15.83% 9.93%
3 Year 16.67% 14.16%
5 Year 16.32% 14.73%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 12.70% 13.17%
Sharp 0.78% 0.56%
Beta 0.96% 0.96%
Alpha 1.65% -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 5.27 14.45
Large Cap 61.62 54.11
Mid Cap 19.98 19.11
Small Cap 13.13 12.33

Sector Allocation

Scheme Name

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

Axis Flexi Cap Fund - Regular Plan - Growth

Others 1.18 7.14
Communication Services 2.63 5.05
Energy 4.88 -
Technology 10.2 6.57
Healthcare 7.5 8.44
Industrials 9.17 14.8
Basic Materials 10.43 5.74
Financial Services 31.89 30.17
Consumer Cyclical 14.02 17.25
Consumer Defensive 7.5 0.2
Real Estate 0.6 3.33
Utilities - 1.31

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