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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) | ₹1183 Cr | ₹22962 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 | 2.74% | 2.31% |
| 6 Month | 18.87% | 15.82% |
| 1 Year | -3.86% | 0.11% |
| 3 Year | - | 16.59% |
| 5 Year | - | 20.05% |
SIP Return Analysis
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 4.36% | 3.89% |
| 1 Year | 10.75% | 12.42% |
| 3 Year | - | 16.92% |
| 5 Year | - | 15.81% |
Rolling Lumpsum Returns
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 42.75% | 16.53% |
| 3 Year | - | 16.26% |
| 5 Year | - | 17.18% |
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 | - | 0.8% |
| Beta | - | 0.95% |
| Alpha | - | 1.47% |
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 | 8.43 | 5.33 |
| Large Cap | 46.97 | 65.38 |
| Mid Cap | 16.06 | 16.17 |
| Small Cap | 28.53 | 13.11 |
Sector Allocation
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 3.89 | 2.46 |
| Energy | 5.16 | 4.79 |
| Technology | 9.09 | 7.92 |
| Industrials | 19.79 | 11.52 |
| Consumer Cyclical | 9.18 | 12.46 |
| Real Estate | 1.69 | 0.67 |
| Financial Services | 25.76 | 32.29 |
| Healthcare | 7.52 | 7.34 |
| Basic Materials | 8.13 | 10.34 |
| Consumer Defensive | 4 | 7.18 |
| Utilities | 3.02 | - |
| Communication Services | 2.77 | 3.03 |
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