- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1283 Cr | ₹24443 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 | 0.56% | 0.67% |
| 6 Month | 5.37% | 7.35% |
| 1 Year | 2.34% | 10.27% |
| 3 Year | - | 17.13% |
| 5 Year | - | 17.84% |
SIP Return Analysis
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.39% | 3.65% |
| 1 Year | 12.19% | 17.12% |
| 3 Year | - | 17.38% |
| 5 Year | - | 16.15% |
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% | 15.9% |
| 3 Year | - | 16.65% |
| 5 Year | - | 16.28% |
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 | - | 0.89% |
| Beta | - | 0.96% |
| Alpha | - | 1.11% |
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 | 12.95 | 4.5 |
| Large Cap | 50.82 | 62.38 |
| Small Cap | 22.05 | 13.44 |
| Mid Cap | 14.17 | 19.67 |
Sector Allocation
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 3.05 | 1.63 |
| Energy | 4.68 | 4.82 |
| Technology | 9.56 | 9.78 |
| Consumer Cyclical | 11.3 | 13.73 |
| Industrials | 19.94 | 10.17 |
| Real Estate | 1.47 | 0.64 |
| Financial Services | 25.73 | 31.83 |
| Healthcare | 5.98 | 6.5 |
| Basic Materials | 8.46 | 10.71 |
| Consumer Defensive | 4.39 | 7.49 |
| Utilities | 2.6 | - |
| Communication Services | 2.85 | 2.69 |
Top Comparisons
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns10.03%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.06%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.34%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.83%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.88%
HDFC Multi-Asset Fund - Growth Option
3Y Returns14.4%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.88%
