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ITI Flexi Cap Fund Regular vs Aditya Birla Sun Life Flexi Cap Fund compare
ITI Flexi Cap Fund Regular - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
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 | ₹24815 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 | -0.93% | 0.2% |
| 6 Month | 3.98% | 6.97% |
| 1 Year | -0.37% | 9.34% |
| 3 Year | - | 17.62% |
| 5 Year | - | 16.72% |
SIP Return Analysis
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.38% | 3.04% |
| 1 Year | 10.88% | 16.28% |
| 3 Year | - | 16.84% |
| 5 Year | - | 15.88% |
Rolling Lumpsum Returns
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 34.68% | 15.83% |
| 3 Year | - | 16.67% |
| 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 | - | 0.85% |
| Beta | - | 0.96% |
| Alpha | - | 1.22% |
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 | 12.93 | 5.27 |
| Large Cap | 51.98 | 61.62 |
| Small Cap | 20.89 | 13.13 |
| Mid Cap | 14.2 | 19.98 |
Sector Allocation
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 3.55 | 1.18 |
| Energy | 5.07 | 4.88 |
| Technology | 9.82 | 10.2 |
| Consumer Cyclical | 12.93 | 14.02 |
| Industrials | 16.37 | 9.17 |
| Real Estate | 1.23 | 0.6 |
| Financial Services | 26.21 | 31.89 |
| Healthcare | 5.92 | 7.5 |
| Basic Materials | 8.78 | 10.43 |
| Consumer Defensive | 4.54 | 7.5 |
| Utilities | 2.63 | - |
| Communication Services | 2.95 | 2.63 |
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