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

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

Link copied to clipboard!

ITI Flexi Cap Fund Regular - Growth

Invest Now

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

Invest Now

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)	₹1297 Cr	₹25098 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	-3.33%	-2.94%
6 Month	-2.34%	2.36%
1 Year	3.53%	10.15%
3 Year	-	17.46%
5 Year	-	14.52%

SIP Return Analysis

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-0.24%	1.36%
1 Year	8.98%	12.74%
3 Year	-	14.93%
5 Year	-	14.74%

Rolling Lumpsum Returns

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	10%	15.73%
3 Year	-	16.71%
5 Year	-	16.32%

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	-	0.97%
Beta	-	0.95%
Alpha	-	1.75%

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	15.68	7.06
Large Cap	52.56	59.83
Small Cap	20.09	13.17
Mid Cap	11.67	19.93

Sector Allocation

Scheme Name	ITI Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	1.89	1.65
Energy	5.27	4.95
Technology	9.13	10.07
Consumer Cyclical	12.23	14.64
Industrials	18.2	9.31
Real Estate	0.88	0.56
Financial Services	27.43	31.31
Healthcare	5.91	7.31
Basic Materials	10.04	9.97
Consumer Defensive	4.6	7.61
Utilities	1.54	-
Communication Services	2.9	2.62

Top Comparisons

ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns17.6%

VS

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns13.72%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns22.94%

VS

UTI Infrastructure Fund-Growth Option

3Y Returns17.54%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns%

VS

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns10.97%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns22.64%

VS

LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns16.36%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully