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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) | ₹24815 Cr | ₹2149 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 | -0.73% | -1.09% |
| 6 Month | 5.43% | 3.97% |
| 1 Year | 7.03% | 3.09% |
| 3 Year | 17.46% | 14.22% |
| 5 Year | 16.58% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.81% | 2.1% |
| 1 Year | 18.75% | 14.41% |
| 3 Year | 16.86% | 13.34% |
| 5 Year | 15.6% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.86% | 18.27% |
| 3 Year | 16.65% | 14.18% |
| 5 Year | 16.28% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.55% | 11.56% |
| Sharp | 0.85% | 0.65% |
| Beta | 0.96% | 0.85% |
| Alpha | 1.22% | 0.11% |
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 | 5.27 | 2.8 |
| Large Cap | 61.62 | 75.32 |
| Mid Cap | 19.98 | 9.65 |
| Small Cap | 13.13 | 12.23 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 1.18 | 2.06 |
| Communication Services | 2.63 | 5.28 |
| Energy | 4.88 | 4.97 |
| Technology | 10.2 | 8.91 |
| Healthcare | 7.5 | 6.68 |
| Industrials | 9.17 | 12.57 |
| Basic Materials | 10.43 | 5.62 |
| Financial Services | 31.89 | 29.88 |
| Consumer Cyclical | 14.02 | 11.87 |
| Consumer Defensive | 7.5 | 8.53 |
| Real Estate | 0.6 | - |
| Utilities | - | 3.63 |
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