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

Link copied to clipboard!

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

Invest Now

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	3.5%	4.45%
6 Month	-1.5%	-0.59%
1 Year	10.58%	10.06%
3 Year	15.8%	14.63%
5 Year	22.53%	19.22%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	2.73%	4.52%
1 Year	0.9%	4.49%
3 Year	17.36%	16.92%
5 Year	17.04%	15.74%

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%

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	0.44%	0.45%
Beta	0.96%	0.8%
Alpha	-0.36%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.22	3.13
Large Cap	70.79	58.34
Small Cap	10.72	23.85
Mid Cap	17.25	14.68

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.22	3.02
Telecom - Services	3.14	-
Petroleum Products	5.4	-
IT - Software	10.03	-
Pharmaceuticals & Biotechnology	5.52	-
Construction	2.34	-
Finance	5.94	-
Consumer Durables	2.43	-
Banks	22.94	-
Non - Ferrous Metals	1.63	-
Cement & Cement Products	2.51	-
Healthcare Services	1.97	-
Electrical Equipment	2.2	-
Auto Components	4.82	-
Automobiles	5.47	-
Chemicals & Petrochemicals	2.51	-
Personal Products	1.18	-
Insurance	4.04	-
Industrial Products	3.32	-
Agricultural Food & other Products	1.68	-
Retailing	2.07	-
Fertilizers & Agrochemicals	0.4	-
Minerals & Mining	0.35	-
Transport Services	0.76	-
Industrial Manufacturing	0.42	-
Realty	0.58	-
Capital Markets	0.54	-
Ferrous Metals	1.17	-
Beverages	3.4	-
Energy	-	4.28
Basic Materials	-	9.55
Consumer Defensive	-	9.62
Industrials	-	7.26
Financial Services	-	40.02
Healthcare	-	7.59
Technology	-	5.01
Communication Services	-	1.35
Consumer Cyclical	-	11.56
Real Estate	-	0.75