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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) | ₹23266 Cr | ₹3476 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 | 6.26% | 4.52% |
| 6 Month | 9.83% | 7.68% |
| 1 Year | 7.93% | 7.56% |
| 3 Year | 18.32% | 16.93% |
| 5 Year | 20.61% | 17.57% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.91% | 2.58% |
| 1 Year | 17.2% | 15.3% |
| 3 Year | 17.76% | 16.48% |
| 5 Year | 16.34% | 15.01% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.28% | 12.92% |
| 3 Year | 16.31% | 15.49% |
| 5 Year | 17.33% | 15.78% |
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 | 0.87% | 0.83% |
| Beta | 0.95% | 0.81% |
| Alpha | 1.05% | 0.8% |
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 | 4.87 | 4.3 |
| Large Cap | 64.21 | 62.48 |
| Mid Cap | 18.12 | 15.26 |
| Small Cap | 12.8 | 17.95 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.91 | 2.48 |
| Communication Services | 2.74 | 1.13 |
| Energy | 4.67 | 3.92 |
| Technology | 9.36 | 9.46 |
| Healthcare | 6.61 | 3.85 |
| Industrials | 10.97 | 8.12 |
| Basic Materials | 10.29 | 13.32 |
| Financial Services | 31.42 | 31.7 |
| Consumer Cyclical | 13.78 | 11.73 |
| Consumer Defensive | 7.59 | 11.56 |
| Real Estate | 0.64 | 2.72 |
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