Edelweiss Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹21417 Cr | ₹2376 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 | 3.5% | 2.94% |
6 Month | -1.5% | -4.99% |
1 Year | 10.58% | 8.23% |
3 Year | 15.8% | 17.71% |
5 Year | 22.53% | 23.78% |
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 | 2.73% | 0.5% |
1 Year | 0.9% | -4.88% |
3 Year | 17.36% | 18.04% |
5 Year | 17.04% | 18.63% |
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 | 17.42% | 14.04% |
3 Year | 16.25% | 14.98% |
5 Year | 16.95% | 14.22% |
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% | 14.087% |
Sharp | 0.44% | 0.669% |
Beta | 0.96% | 0.982% |
Alpha | -0.36% | 1.49% |
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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 | 1.22 | 4.82 |
Large Cap | 70.79 | 64.14 |
Small Cap | 10.72 | 9.1 |
Mid Cap | 17.25 | 21.94 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.22 | 3.68 |
Telecom - Services | 3.14 | - |
Petroleum Products | 5.4 | - |
IT - Software | 10.03 | - |
Pharmaceuticals & Biotechnology | 5.52 | - |
Construction | 2.34 | - |
Finance | 5.94 | - |
Consumer Durables | 2.43 | - |
Banks | 22.94 | - |
Non - Ferrous Metals | 1.63 | - |
Cement & Cement Products | 2.51 | - |
Healthcare Services | 1.97 | - |
Electrical Equipment | 2.2 | - |
Auto Components | 4.82 | - |
Automobiles | 5.47 | - |
Chemicals & Petrochemicals | 2.51 | - |
Personal Products | 1.18 | - |
Insurance | 4.04 | - |
Industrial Products | 3.32 | - |
Agricultural Food & other Products | 1.68 | - |
Retailing | 2.07 | - |
Fertilizers & Agrochemicals | 0.4 | - |
Minerals & Mining | 0.35 | - |
Transport Services | 0.76 | - |
Industrial Manufacturing | 0.42 | - |
Realty | 0.58 | - |
Capital Markets | 0.54 | - |
Ferrous Metals | 1.17 | - |
Beverages | 3.4 | - |
Energy | - | 3.64 |
Industrials | - | 13.92 |
Technology | - | 13.38 |
Consumer Defensive | - | 5.24 |
Healthcare | - | 7.13 |
Financial Services | - | 29.79 |
Basic Materials | - | 3.32 |
Consumer Cyclical | - | 11.36 |
Utilities | - | 3.55 |
Communication Services | - | 3.41 |
Real Estate | - | 1.58 |
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