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) | ₹23606 Cr | ₹2108 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 | -2.13% | -0.37% |
6 Month | 9.22% | 8.98% |
1 Year | 2.5% | 3.65% |
3 Year | 17.89% | - |
5 Year | 21.06% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 4.73% | 6% |
1 Year | 7.5% | 9.41% |
3 Year | 17.49% | - |
5 Year | 16.6% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 16.85% | 23.46% |
3 Year | 16.17% | - |
5 Year | 17.02% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 12.55% | - |
Sharp | 1.17% | - |
Beta | 0.94% | - |
Alpha | 0.81% | - |
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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 | 4.93 | 8.5 |
Large Cap | 65.68 | 67.98 |
Mid Cap | 16.72 | 11.99 |
Small Cap | 12.67 | 11.52 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 1.91 | 7.55 |
Communication Services | 3.12 | 4.78 |
Energy | 5.84 | 5.42 |
Technology | 8.41 | 4.87 |
Healthcare | 6.93 | 7.04 |
Industrials | 11.14 | 11.75 |
Financial Services | 32.46 | 32.06 |
Basic Materials | 10.13 | 6.16 |
Consumer Cyclical | 12.17 | 10.82 |
Consumer Defensive | 7.27 | 7.32 |
Real Estate | 0.6 | - |
Utilities | - | 2.23 |
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