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Edelweiss 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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22962 Cr ₹2777 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 Aug 1998 03 Feb 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 49%
Expense Ratio 1.68 1.96
Manager Dhaval Joshi Trideep Bhattacharya
ISIN Code INF209K01AJ8 INF843K01KN5
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 Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month 1.26% 1.21%
6 Month 10.49% 10.39%
1 Year 3.16% 0.32%
3 Year 18.46% 19.71%
5 Year 20.31% 21.86%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month 3.32% 3.54%
1 Year 15.88% 13.45%
3 Year 17.28% 17.52%
5 Year 16.07% 17.37%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 16.28% 12.27%
3 Year 16.31% 15.42%
5 Year 17.33% 15.05%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.55% 13.35%
Sharp 0.87% 0.84%
Beta 0.95% 0.99%
Alpha 1.05% 2.04%

Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Dhaval Joshi Trideep Bhattacharya
Total AUM ₹361932 Cr ₹0 Cr
Funds Managed 55 9
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 4.87 7.72
Large Cap 64.21 58.36
Mid Cap 18.12 25.03
Small Cap 12.8 8.9

Sector Allocation

Scheme Name

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

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 1.91 3.01
Communication Services 2.74 2.46
Energy 4.67 4.36
Technology 9.36 10.37
Healthcare 6.61 7.34
Industrials 10.97 11.49
Basic Materials 10.29 6.18
Financial Services 31.42 29.41
Consumer Cyclical 13.78 14.09
Consumer Defensive 7.59 6.51
Real Estate 0.64 1.93
Utilities - 2.84

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