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) | ₹22962 Cr | ₹115040 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 | 2.31% | 1.57% |
6 Month | 15.82% | 12.49% |
1 Year | 0.11% | 7.4% |
3 Year | 16.59% | 20.24% |
5 Year | 20.05% | 22.51% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
6 Month | 3.89% | 3.8% |
1 Year | 12.42% | 12.17% |
3 Year | 16.92% | 19.77% |
5 Year | 15.81% | 19.03% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
1 Year | 16.53% | 17.67% |
3 Year | 16.26% | 18.2% |
5 Year | 17.18% | 18.13% |
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% | 8.90% |
Sharp | 0.8% | 1.40% |
Beta | 0.95% | 0.59% |
Alpha | 1.47% | 7.74% |
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 | 5.33 | 33.71 |
Large Cap | 65.38 | 61.79 |
Mid Cap | 16.17 | 1.18 |
Small Cap | 13.11 | 3.32 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Others | 2.46 | 21.16 |
Communication Services | 3.03 | 9.91 |
Energy | 4.79 | 6.18 |
Technology | 7.92 | 6.85 |
Healthcare | 7.34 | 4.32 |
Industrials | 11.52 | 0.19 |
Financial Services | 32.29 | 28.42 |
Basic Materials | 10.34 | 0.61 |
Consumer Cyclical | 12.46 | 10.55 |
Consumer Defensive | 7.18 | 5.29 |
Real Estate | 0.67 | 0.54 |
Utilities | - | 5.99 |
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