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) | ₹23127 Cr | ₹11852 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 | -0.21% | -1.89% |
| 6 Month | 12.66% | 10.88% |
| 1 Year | 4.01% | 0.25% |
| 3 Year | 16.32% | 15.78% |
| 5 Year | 20.1% | 19.88% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.32% | 0.76% |
| 1 Year | 6.45% | -0.25% |
| 3 Year | 16% | 14.21% |
| 5 Year | 15.51% | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.53% | 11.85% |
| 3 Year | 16.26% | 14.44% |
| 5 Year | 17.18% | 14.64% |
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 | 0.91% | 0.87% |
| Beta | 0.94% | 0.92% |
| Alpha | 0.93% | 0.86% |
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 | 5.33 | 13.67 |
| Large Cap | 65.38 | 50.51 |
| Mid Cap | 16.17 | 16.02 |
| Small Cap | 13.11 | 19.8 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.46 | 3.33 |
| Communication Services | 3.03 | 3.43 |
| Energy | 4.79 | 3.05 |
| Technology | 7.92 | 9.1 |
| Healthcare | 7.34 | 9.55 |
| Industrials | 11.52 | 7.58 |
| Financial Services | 32.29 | 40.62 |
| Basic Materials | 10.34 | 8.69 |
| Consumer Cyclical | 12.46 | 6.93 |
| Consumer Defensive | 7.18 | 6.53 |
| Real Estate | 0.67 | 0.09 |
| Utilities | - | 1.09 |
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