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Tata Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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) | ₹22962 Cr | ₹3394 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 | 3.31% | 4.4% |
| 6 Month | 16% | 17.26% |
| 1 Year | 0.69% | 2.11% |
| 3 Year | 17.77% | 15.61% |
| 5 Year | 20.13% | 17.21% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.89% | 3.96% |
| 1 Year | 12.42% | 14.67% |
| 3 Year | 16.92% | 16.67% |
| 5 Year | 15.81% | 15% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.53% | 13.08% |
| 3 Year | 16.26% | 15.55% |
| 5 Year | 17.18% | 15.57% |
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 | 0.8% | 0.75% |
| Beta | 0.95% | 0.8% |
| Alpha | 1.47% | 1.17% |
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 | 4.49 | 4.9 |
| Large Cap | 65.11 | 61.8 |
| Mid Cap | 17.4 | 14.91 |
| Small Cap | 12.99 | 18.39 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.33 | 3.18 |
| Communication Services | 2.81 | 1.14 |
| Energy | 4.6 | 4 |
| Technology | 9.25 | 9.83 |
| Healthcare | 7.15 | 4.34 |
| Industrials | 10.93 | 8.05 |
| Basic Materials | 10.23 | 13.11 |
| Financial Services | 32.2 | 31.2 |
| Consumer Cyclical | 13.39 | 10.3 |
| Consumer Defensive | 7.5 | 12.23 |
| Real Estate | 0.6 | 2.63 |
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