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

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

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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

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%

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%

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	0.69%	0.68%
Beta	0.95%	0.8%
Alpha	0.61%	0.81%

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

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