- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹23266 Cr | ₹2064 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 | 5.8% | 4.04% |
| 6 Month | 9.48% | 8.41% |
| 1 Year | 7.84% | 6.66% |
| 3 Year | 18.13% | 14.96% |
| 5 Year | 20.6% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.91% | 2.24% |
| 1 Year | 17.2% | 12.58% |
| 3 Year | 17.76% | 14.22% |
| 5 Year | 16.34% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.28% | 18.27% |
| 3 Year | 16.31% | 14.18% |
| 5 Year | 17.33% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.55% | 11.61% |
| Sharp | 0.87% | 0.68% |
| Beta | 0.95% | 0.85% |
| Alpha | 1.05% | -0.10% |
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 | 4.87 | 4.79 |
| Large Cap | 64.21 | 73.91 |
| Mid Cap | 18.12 | 9.78 |
| Small Cap | 12.8 | 11.52 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 1.91 | 4.79 |
| Communication Services | 2.74 | 4.96 |
| Energy | 4.67 | 5.09 |
| Technology | 9.36 | 5.37 |
| Healthcare | 6.61 | 6.88 |
| Industrials | 10.97 | 12.4 |
| Basic Materials | 10.29 | 5.99 |
| Financial Services | 31.42 | 30.46 |
| Consumer Cyclical | 13.78 | 11.65 |
| Consumer Defensive | 7.59 | 8.64 |
| Real Estate | 0.64 | - |
| Utilities | - | 3.77 |
Top Comparisons
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns21.17%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns13.49%
ICICI Prudential Technology Fund - Growth
3Y Returns15.11%
SBI Technology Opportunities Fund Regular Growth
3Y Returns18%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns16.71%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns22.08%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.09%
HDFC Low Duration Fund - Growth
3Y Returns7.27%
