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

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tortoise-icon ITI Flexi Cap Fund Regular - Growth

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tortoise-icon 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) ₹1135 Cr ₹22826 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

Trailing Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 3.91% 3.24%
6 Month 2.13% 6.7%
1 Year 3.11% 9.13%
3 Year - 22.18%
5 Year - 23.15%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month 12.99% 10.62%
1 Year 12.3% 14.66%
3 Year - 20.41%
5 Year - 18.31%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 46.21% 16.85%
3 Year - 16.17%
5 Year - 17.02%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation - 12.55%
Sharp - 0.9%
Beta - 0.94%
Alpha - 0.76%

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Fund Managers

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

Market Cap

Scheme Name

ITI Flexi Cap Fund Regular - Growth

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

Others 5.78 1.35
Large Cap 45.55 69.72
Small Cap 34.85 12.23
Mid Cap 13.83 16.46

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

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

Others 4.89 1.35
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 - 3.32
Petroleum Products - 5.78
IT - Software - 8.03
Pharmaceuticals & Biotechnology - 4.73
Construction - 2.1
Finance - 5.61
Consumer Durables - 2.63
Banks - 23.9
Non - Ferrous Metals - 1.52
Cement & Cement Products - 2.64
Electrical Equipment - 2.17
Auto Components - 4.55
Automobiles - 5.92
Chemicals & Petrochemicals - 2.89
Personal Products - 1.32
Healthcare Services - 1.87
Insurance - 4.33
Industrial Products - 3.18
Agricultural Food & other Products - 1.82
Retailing - 2.16
Fertilizers & Agrochemicals - 0.4
Minerals & Mining - 0.39
Transport Services - 0.8
Industrial Manufacturing - 0.39
Realty - 0.57
Capital Markets - 0.57
Ferrous Metals - 1.22
Beverages - 3.6

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