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Sundaram Flexicap Fund Regular Growth vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹22962 Cr | ₹2069 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Aug 1998 | 06 Sep 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 42% |
| Expense Ratio | 1.68 | 2 |
| Manager | Dhaval Joshi | Dwijendra Srivastava |
| ISIN Code | INF209K01AJ8 | INF903JA1LB8 |
| 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 | Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; 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 | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | 3% | 1.38% |
| 6 Month | 15.18% | 14.88% |
| 1 Year | -0.07% | -0.29% |
| 3 Year | 16.3% | 14.08% |
| 5 Year | 20.49% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.89% | 3.64% |
| 1 Year | 12.42% | 11.21% |
| 3 Year | 16.92% | 14.17% |
| 5 Year | 15.81% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.53% | 21.77% |
| 3 Year | 16.26% | - |
| 5 Year | 17.18% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.55% | - |
| Sharp | 0.8% | - |
| Beta | 0.95% | - |
| Alpha | 1.47% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Dwijendra Srivastava |
| Total AUM | ₹361932 Cr | ₹14140 Cr |
| Funds Managed | 55 | 14 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 5.33 | 9.83 |
| Large Cap | 65.38 | 68.68 |
| Mid Cap | 16.17 | 10.31 |
| Small Cap | 13.11 | 11.17 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.46 | 8.93 |
| Communication Services | 3.03 | 4.6 |
| Energy | 4.79 | 5.09 |
| Technology | 7.92 | 3.81 |
| Healthcare | 7.34 | 6.87 |
| Industrials | 11.52 | 12.86 |
| Financial Services | 32.29 | 30.38 |
| Basic Materials | 10.34 | 5.92 |
| Consumer Cyclical | 12.46 | 9.98 |
| Consumer Defensive | 7.18 | 8.66 |
| Real Estate | 0.67 | - |
| Utilities | - | 2.91 |
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