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)	₹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

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	3.08%	2.91%
6 Month	0.46%	5.03%
1 Year	0.85%	7.35%
3 Year	-	21.67%
5 Year	-	22.61%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	12.26%	10.12%
1 Year	12.46%	14.44%
3 Year	-	19.33%
5 Year	-	17.67%

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%

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	-	13.27%
Sharp	-	1.09%
Beta	-	0.93%
Alpha	-	1.28%

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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	7.44	2.44
Large Cap	49.6	67.36
Small Cap	30.4	13.66
Mid Cap	12.56	16.85

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	5.27	2.44
Energy	5.19	-
Technology	10.76	-
Industrials	19.15	-
Consumer Cyclical	8.27	-
Real Estate	2.13	-
Financial Services	24.22	-
Healthcare	6.56	-
Basic Materials	8.82	-
Consumer Defensive	4.83	-
Communication Services	2.93	-
Utilities	1.88	-
Telecom - Services	-	2.98
Petroleum Products	-	5.71
IT - Software	-	8.25
Pharmaceuticals & Biotechnology	-	4.26
Construction	-	2.28
Finance	-	5.63
Consumer Durables	-	2.54
Banks	-	22.41
Non - Ferrous Metals	-	1.52
Cement & Cement Products	-	2.53
Electrical Equipment	-	2.31
Auto Components	-	4.93
Automobiles	-	6.13
Chemicals & Petrochemicals	-	2.88
Personal Products	-	1.27
Healthcare Services	-	2.19
Insurance	-	4.42
Industrial Products	-	3.72
Agricultural Food & other Products	-	1.7
Retailing	-	2.08
Fertilizers & Agrochemicals	-	0.39
Minerals & Mining	-	0.42
Transport Services	-	0.8
Industrial Manufacturing	-	0.43
Realty	-	0.61
Capital Markets	-	0.73
Ferrous Metals	-	1.27
Beverages	-	3.48