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) | ₹23606 Cr | ₹2642 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 | -0.14% | 0.3% |
6 Month | 7.34% | 3.88% |
1 Year | 5.87% | 0.6% |
3 Year | 20.15% | 21.36% |
5 Year | 21.93% | 23.38% |
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 | 7.84% | 7.51% |
1 Year | 11.18% | 6.44% |
3 Year | 18.37% | 18.58% |
5 Year | 17.03% | 18.38% |
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 | 16.85% | 13.42% |
3 Year | 16.17% | 15.07% |
5 Year | 17.02% | 14.75% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.27% | 14.09% |
Sharp | 1.09% | 1.13% |
Beta | 0.93% | 0.98% |
Alpha | 1.28% | 2.02% |
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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 | 4.98 | 7.06 |
Large Cap | 66 | 65.21 |
Mid Cap | 16.83 | 20.23 |
Small Cap | 12.18 | 7.49 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.12 | 2.96 |
Communication Services | 2.98 | 3.49 |
Energy | 5.71 | 5.53 |
Technology | 8.25 | 11.45 |
Healthcare | 6.44 | 7.72 |
Industrials | 10.68 | 11.35 |
Financial Services | 33.21 | 30.24 |
Basic Materials | 10.11 | 5.56 |
Consumer Cyclical | 12.23 | 10.55 |
Consumer Defensive | 7.68 | 6.08 |
Real Estate | 0.61 | 1.96 |
Utilities | - | 3.1 |
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