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) | ₹21417 Cr | ₹2123 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 | 5.54% | 4.01% |
6 Month | 5.03% | 3.71% |
1 Year | 13.66% | 10.9% |
3 Year | 20.61% | - |
5 Year | 25.53% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 7.5% | 5.31% |
1 Year | 9.65% | 6.26% |
3 Year | 19.48% | - |
5 Year | 17.89% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 17.42% | 25.7% |
3 Year | 16.25% | - |
5 Year | 16.95% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 12.55% | - |
Sharp | 0.69% | - |
Beta | 0.95% | - |
Alpha | 0.61% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.67 | 2.95 |
Large Cap | 69.72 | 71.33 |
Small Cap | 11.63 | 12.64 |
Mid Cap | 16.75 | 13.08 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 1.67 | 3.46 |
Telecom - Services | 3.23 | - |
Petroleum Products | 5.55 | - |
IT - Software | 8.64 | - |
Pharmaceuticals & Biotechnology | 4.94 | - |
Construction | 2.27 | - |
Finance | 5.87 | - |
Consumer Durables | 2.48 | - |
Banks | 23.42 | - |
Non - Ferrous Metals | 1.67 | - |
Cement & Cement Products | 2.67 | - |
Electrical Equipment | 2.31 | - |
Auto Components | 4.84 | - |
Automobiles | 5.05 | - |
Chemicals & Petrochemicals | 2.88 | - |
Personal Products | 1.26 | - |
Healthcare Services | 1.81 | - |
Insurance | 4.06 | - |
Industrial Products | 3.35 | - |
Agricultural Food & other Products | 1.62 | - |
Retailing | 2.11 | - |
Fertilizers & Agrochemicals | 0.46 | - |
Minerals & Mining | 0.42 | - |
Transport Services | 0.81 | - |
Industrial Manufacturing | 0.39 | - |
Realty | 0.55 | - |
Capital Markets | 0.59 | - |
Ferrous Metals | 1.27 | - |
Beverages | 3.58 | - |
Energy | - | 5.61 |
Technology | - | 8.91 |
Financial Services | - | 31.92 |
Consumer Cyclical | - | 9.69 |
Basic Materials | - | 5.37 |
Communication Services | - | 5.94 |
Industrials | - | 13.77 |
Consumer Defensive | - | 6.69 |
Healthcare | - | 7.21 |
Utilities | - | 1.44 |
Top Comparisons
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns19.95%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns23.58%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns8.1%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.9%
DSP Small Cap Fund - Regular - Growth
3Y Returns21.03%
HSBC Small Cap Fund Regular Growth
3Y Returns23.95%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns9.23%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.33%