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Tata Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21417 Cr ₹2886 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 27 Aug 1998 06 Sep 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 69.17%
Expense Ratio 1.68 1.94
Manager Dhaval Joshi Amey Sathe
ISIN Code INF209K01AJ8 INF277K019K2
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 Tata Flexi Cap Fund - 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 Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 5.54% 4.08%
6 Month 5.03% 6.02%
1 Year 13.66% 13.48%
3 Year 20.61% 18.98%
5 Year 25.53% 21.96%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
6 Month 7.5% 7.53%
1 Year 9.65% 10.56%
3 Year 19.48% 18.25%
5 Year 17.89% 16.28%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 17.42% 14.24%
3 Year 16.25% 15.51%
5 Year 16.95% 15.14%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.55% 11.4%
Sharp 0.69% 0.68%
Beta 0.95% 0.8%
Alpha 0.61% 0.81%

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Name Dhaval Joshi Amey Sathe
Total AUM ₹361932 Cr ₹11910 Cr
Funds Managed 55 4
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Tata Flexi Cap Fund -Regular Plan-Growth

Others 1.67 4.43
Large Cap 69.72 59.44
Small Cap 11.63 22.61
Mid Cap 16.75 13.52

Sector Allocation

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Tata Flexi Cap Fund -Regular Plan-Growth

Others 1.67 2.95
Telecom - Services 3.23 1.29
Petroleum Products 5.55 4.19
IT - Software 8.64 4.1
Pharmaceuticals & Biotechnology 4.94 5.04
Construction 2.27 4.2
Finance 5.87 10.08
Consumer Durables 2.48 3.64
Banks 23.42 23.32
Non - Ferrous Metals 1.67 0.69
Cement & Cement Products 2.67 6.95
Electrical Equipment 2.31 -
Auto Components 4.84 2.22
Automobiles 5.05 3.11
Chemicals & Petrochemicals 2.88 -
Personal Products 1.26 3.14
Healthcare Services 1.81 2.01
Insurance 4.06 2.55
Industrial Products 3.35 -
Agricultural Food & other Products 1.62 -
Retailing 2.11 4.7
Fertilizers & Agrochemicals 0.46 -
Minerals & Mining 0.42 -
Transport Services 0.81 0.36
Industrial Manufacturing 0.39 0.71
Realty 0.55 2.13
Capital Markets 0.59 1.79
Ferrous Metals 1.27 2.46
Beverages 3.58 -
Agricultural, Commercial & Construction Vehicles - 1.53
Diversified FMCG - 2.49
Food Products - 1.85
Leisure Services - 1.3
Transport Infrastructure - 1.2

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