Edelweiss Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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

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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)	₹23266 Cr	₹2842 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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	4.64%	3.87%
6 Month	9.57%	9.63%
1 Year	8.36%	4.23%
3 Year	17.62%	18.45%
5 Year	20.13%	21.62%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	5.22%	4.71%
1 Year	18.92%	15.29%
3 Year	17.74%	17.43%
5 Year	16.19%	17.19%

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%

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%	0.98%
Alpha	1.05%	1.96%

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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Large Cap	69.31	58.36
Small Cap	12.89	8.9
Mid Cap	17.19	25.03
Others	-	7.72

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	1.34	3.01
Telecom - Services	2.74	-
Petroleum Products	4.67	-
IT - Software	9.36	-
Pharmaceuticals & Biotechnology	3.45	-
Construction	2.2	-
Consumer Durables	2.55	-
Non - Ferrous Metals	2.01	-
Banks	21.96	-
Cement & Cement Products	2.33	-
Electrical Equipment	1.64	-
Auto Components	5.16	-
Automobiles	6.82	-
Chemicals & Petrochemicals	2.92	-
Personal Products	1.58	-
Healthcare Services	3.15	-
Finance	4.18	-
Insurance	4.38	-
Industrial Products	3.73	-
Agricultural Food & other Products	1.74	-
Retailing	2.9	-
Fertilizers & Agrochemicals	0.4	-
Transport Services	0.82	-
Industrial Manufacturing	0.39	-
Realty	0.64	-
Capital Markets	0.9	-
Transport Infrastructure	0.93	-
Ferrous Metals	1.58	-
Beverages	2.92	-
Energy	-	4.36
Industrials	-	11.49
Technology	-	10.37
Consumer Defensive	-	6.51
Consumer Cyclical	-	14.09
Healthcare	-	7.34
Financial Services	-	29.41
Basic Materials	-	6.18
Utilities	-	2.84
Real Estate	-	1.93
Communication Services	-	2.46