UTI 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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UTI Flexi Cap Fund - Growth Option

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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	UTI Flexi Cap Fund - Growth Option
Fund	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹22826 Cr	₹25434 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹1000
Launch Date	27 Aug 1998	01 Aug 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	20%	8%
Expense Ratio	1.68	1.69
Manager	Dhaval Joshi	Ajay Tyagi
ISIN Code	INF209K01AJ8	INF789F01513
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	UTI 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	UTI Flexi Cap Fund - Growth Option
1 Month	2.91%	3.64%
6 Month	5.03%	1.45%
1 Year	7.35%	7.15%
3 Year	21.67%	15.15%
5 Year	22.61%	18.75%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
6 Month	10.12%	8.32%
1 Year	14.44%	10.9%
3 Year	19.33%	14.12%
5 Year	17.67%	12.15%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
1 Year	16.85%	13.92%
3 Year	16.17%	13.08%
5 Year	17.02%	14.85%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.55%	13.53%
Sharp	0.9%	0.67%
Beta	0.94%	0.87%
Alpha	0.76%	-3.36%

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Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Name	Dhaval Joshi	Ajay Tyagi
Total AUM	₹361932 Cr	₹26424 Cr
Funds Managed	55	1
	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Others	2.44	10.65
Large Cap	67.36	57.79
Small Cap	13.66	11.5
Mid Cap	16.85	20.06

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Others	2.44	3.89
Telecom - Services	2.98	-
Petroleum Products	5.71	-
IT - Software	8.25	-
Pharmaceuticals & Biotechnology	4.26	-
Construction	2.28	-
Finance	5.63	-
Consumer Durables	2.54	-
Banks	22.41	-
Non - Ferrous Metals	1.52	-
Cement & Cement Products	2.53	-
Electrical Equipment	2.31	-
Auto Components	4.93	-
Automobiles	6.13	-
Chemicals & Petrochemicals	2.88	-
Personal Products	1.27	-
Healthcare Services	2.19	-
Insurance	4.42	-
Industrial Products	3.72	-
Agricultural Food & other Products	1.7	-
Retailing	2.08	-
Fertilizers & Agrochemicals	0.39	-
Minerals & Mining	0.42	-
Transport Services	0.8	-
Industrial Manufacturing	0.43	-
Realty	0.61	-
Capital Markets	0.73	-
Ferrous Metals	1.27	-
Beverages	3.48	-
Industrials	-	6.65
Technology	-	15.22
Basic Materials	-	6.75
Healthcare	-	10.88
Financial Services	-	24.92
Consumer Cyclical	-	19.14
Consumer Defensive	-	5.65
Communication Services	-	6.89