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) | ₹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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