DSP Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24443 Cr | ₹12198 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Aug 1998 | 07 Jun 2007 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 29% |
| Expense Ratio | 1.68 | 1.74 |
| Manager | Dhaval Joshi | Rohit Singhania |
| ISIN Code | INF209K01AJ8 | INF740K01037 |
| 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 | DSP Flexi Cap Fund - Regular Plan - 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 | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.52% | 0.28% |
| 6 Month | 6.28% | 3.4% |
| 1 Year | 7.02% | 1.01% |
| 3 Year | 16.24% | 16.47% |
| 5 Year | 17.1% | 16.64% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.83% | 2.84% |
| 1 Year | 19.41% | 12.8% |
| 3 Year | 17.57% | 15.01% |
| 5 Year | 16.2% | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.86% | 11.35% |
| 3 Year | 16.65% | 14.61% |
| 5 Year | 16.28% | 14.88% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.55% | 13.45% |
| Sharp | 0.89% | 0.86% |
| Beta | 0.96% | 0.93% |
| Alpha | 1.11% | 1.18% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Rohit Singhania |
| Total AUM | ₹361932 Cr | ₹46862 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.09 | 2.15 |
| Large Cap | 66.89 | 58.36 |
| Small Cap | 13.52 | 16.64 |
| Mid Cap | 17.99 | 22.85 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.09 | 2.15 |
| Telecom - Services | 2.68 | 3.96 |
| Petroleum Products | 4.82 | 2.16 |
| IT - Software | 9.78 | 9.08 |
| Pharmaceuticals & Biotechnology | 3.46 | 7.21 |
| Construction | 2.01 | 1.55 |
| Consumer Durables | 2.68 | 4.52 |
| Non - Ferrous Metals | 2.13 | 0.84 |
| Banks | 22.12 | 22.05 |
| Cement & Cement Products | 2.28 | 1.65 |
| Electrical Equipment | 1.21 | 2.13 |
| Auto Components | 5.29 | 4.95 |
| Automobiles | 6.62 | 1.85 |
| Chemicals & Petrochemicals | 3.28 | 2.05 |
| Personal Products | 1.72 | 0.39 |
| Healthcare Services | 3.04 | 2.23 |
| Finance | 4.34 | 12.22 |
| Insurance | 4.39 | 3.81 |
| Industrial Products | 3.86 | 4.93 |
| Agricultural Food & other Products | 1.61 | - |
| Retailing | 2.62 | 1.81 |
| Fertilizers & Agrochemicals | 0.45 | 0.07 |
| Transport Services | 0.59 | - |
| Industrial Manufacturing | 0.38 | - |
| Realty | 0.64 | 0.1 |
| Capital Markets | 1 | 1.42 |
| Transport Infrastructure | 0.92 | - |
| Ferrous Metals | 1.51 | - |
| Beverages | 2.97 | 2.51 |
| Diversified FMCG | - | 1.53 |
| Gas | - | 1.19 |
| Oil | - | 0.96 |
| Textiles & Apparels | - | 0.68 |
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