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) | ₹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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