ITI Flexi Cap Fund Regular vs Aditya Birla Sun Life Flexi Cap Fund compare

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ITI Flexi Cap Fund Regular - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1201 Cr	₹21417 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹100
Launch Date	17 Feb 2023	27 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	20%
Expense Ratio	2.03	1.68
Manager	Rohan Korde	Dhaval Joshi
ISIN Code	INF00XX01CL3	INF209K01AJ8
Exits Load	ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	6.34%	7.48%
6 Month	-9.5%	-1.73%
1 Year	3.55%	11.17%
3 Year	-	17.38%
5 Year	-	23.72%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-0.94%	3.52%
1 Year	-9.11%	3.49%
3 Year	-	17.39%
5 Year	-	16.88%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	47.9%	17.42%
3 Year	-	16.25%
5 Year	-	16.95%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	-	12.55%
Sharp	-	0.69%
Beta	-	0.95%
Alpha	-	0.61%

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Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name	Rohan Korde	Dhaval Joshi
Total AUM	₹4626 Cr	₹361932 Cr
Funds Managed	10	55
	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	5.78	1.67
Large Cap	45.55	69.72
Small Cap	34.85	11.63
Mid Cap	13.83	16.75

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	4.89	1.67
Energy	4.69	-
Industrials	21.81	-
Technology	13.06	-
Financial Services	19.69	-
Consumer Cyclical	9.7	-
Basic Materials	7.45	-
Real Estate	1.93	-
Healthcare	7.06	-
Utilities	2.17	-
Consumer Defensive	5.03	-
Communication Services	2.54	-
Telecom - Services	-	3.23
Petroleum Products	-	5.55
IT - Software	-	8.64
Pharmaceuticals & Biotechnology	-	4.94
Construction	-	2.27
Finance	-	5.87
Consumer Durables	-	2.48
Banks	-	23.42
Non - Ferrous Metals	-	1.67
Cement & Cement Products	-	2.67
Electrical Equipment	-	2.31
Auto Components	-	4.84
Automobiles	-	5.05
Chemicals & Petrochemicals	-	2.88
Personal Products	-	1.26
Healthcare Services	-	1.81
Insurance	-	4.06
Industrial Products	-	3.35
Agricultural Food & other Products	-	1.62
Retailing	-	2.11
Fertilizers & Agrochemicals	-	0.46
Minerals & Mining	-	0.42
Transport Services	-	0.81
Industrial Manufacturing	-	0.39
Realty	-	0.55
Capital Markets	-	0.59
Ferrous Metals	-	1.27
Beverages	-	3.58