Parag Parikh Flexi Cap Fund Regular vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24815 Cr | ₹129783 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Aug 1998 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | % |
| Expense Ratio | 1.68 | 1.33 |
| Manager | Dhaval Joshi | Rajeev Thakkar |
| ISIN Code | INF209K01AJ8 | INF879O01019 |
| Exits Load | 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 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | 0.38% | 0.19% |
| 6 Month | 4.2% | 2.36% |
| 1 Year | 11.2% | 7.84% |
| 3 Year | 18.37% | 22.16% |
| 5 Year | 16.41% | 19.75% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.3% | 2.24% |
| 1 Year | 17.54% | 11.1% |
| 3 Year | 16.68% | 16.91% |
| 5 Year | 15.78% | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 15.83% | 17.37% |
| 3 Year | 16.67% | 18.71% |
| 5 Year | 16.32% | 18.54% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.55% | 8.41% |
| Sharp | 0.85% | 1.55% |
| Beta | 0.96% | 0.57% |
| Alpha | 1.22% | 8.12% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Dhaval Joshi | Rajeev Thakkar |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 5 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 5.27 | 34.3 |
| Large Cap | 61.62 | 61.89 |
| Mid Cap | 19.98 | 0.99 |
| Small Cap | 13.13 | 2.82 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 1.18 | 21.02 |
| Communication Services | 2.63 | 10.26 |
| Energy | 4.88 | 5.53 |
| Technology | 10.2 | 7.79 |
| Healthcare | 7.5 | 4.27 |
| Industrials | 9.17 | 0.28 |
| Basic Materials | 10.43 | 0.77 |
| Financial Services | 31.89 | 27.78 |
| Consumer Cyclical | 14.02 | 10.24 |
| Consumer Defensive | 7.5 | 5.32 |
| Real Estate | 0.6 | 0.77 |
| Utilities | - | 5.96 |
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