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UTI vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
UTI Flexi Cap Fund - Growth Option
Chart Comparison
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) | ₹23127 Cr | ₹25685 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | -1.47% | -1.74% |
| 6 Month | 11.11% | 7.67% |
| 1 Year | 4.67% | 3.83% |
| 3 Year | 16.38% | 9.66% |
| 5 Year | 20.22% | 16.28% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.32% | 2.57% |
| 1 Year | 6.45% | 3.19% |
| 3 Year | 16% | 11.36% |
| 5 Year | 15.51% | 10.18% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 16.53% | 13.78% |
| 3 Year | 16.26% | 13.1% |
| 5 Year | 17.18% | 14.88% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.79% | 12.32% |
| Sharp | 0.84% | 0.38% |
| Beta | 0.94% | 0.82% |
| Alpha | 1.29% | -3.58% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 5.33 | 16.57 |
| Large Cap | 65.38 | 51.8 |
| Mid Cap | 16.17 | 20.27 |
| Small Cap | 13.11 | 11.36 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 2.46 | 3.93 |
| Communication Services | 3.03 | 7.29 |
| Energy | 4.79 | - |
| Technology | 7.92 | 15.1 |
| Healthcare | 7.34 | 11.36 |
| Industrials | 11.52 | 6.5 |
| Financial Services | 32.29 | 23.94 |
| Basic Materials | 10.34 | 6.63 |
| Consumer Cyclical | 12.46 | 19.56 |
| Consumer Defensive | 7.18 | 5.69 |
| Real Estate | 0.67 | - |
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