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) | ₹25098 Cr | ₹3127 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 | -2.29% | -1.21% |
| 6 Month | 3.21% | 3.78% |
| 1 Year | 12.72% | 10.95% |
| 3 Year | 18.43% | 19.81% |
| 5 Year | 16.1% | 18.13% |
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 | 2.98% | 2.76% |
| 1 Year | 15.89% | 15.09% |
| 3 Year | 15.57% | 15.08% |
| 5 Year | 15.17% | 15.98% |
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 | 15.73% | 11.45% |
| 3 Year | 16.71% | 15.67% |
| 5 Year | 16.32% | 15.38% |
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% | 12.65% |
| Sharp | 0.97% | 1% |
| Beta | 0.95% | 0.98% |
| Alpha | 1.75% | 2.48% |
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 | 7.06 | 11.07 |
| Large Cap | 59.83 | 57.09 |
| Mid Cap | 19.93 | 25.1 |
| Small Cap | 13.17 | 6.74 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.65 | 2.55 |
| Communication Services | 2.62 | 2.53 |
| Energy | 4.95 | 5 |
| Technology | 10.07 | 10.18 |
| Healthcare | 7.31 | 6.61 |
| Industrials | 9.31 | 9.99 |
| Basic Materials | 9.97 | 7.41 |
| Financial Services | 31.31 | 33.24 |
| Consumer Cyclical | 14.64 | 12.58 |
| Consumer Defensive | 7.61 | 6.2 |
| Real Estate | 0.56 | 1.38 |
| Utilities | - | 2.33 |
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