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) | ₹22507 Cr | ₹25924 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 | 1.65 |
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 | -3.6% | -3.83% |
6 Month | -5.09% | -2.88% |
1 Year | 9.65% | 12.67% |
3 Year | 12.37% | 6.64% |
5 Year | 15.33% | 13.3% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 1.72% | 8.22% |
3 Year | 16.82% | 12.76% |
5 Year | 17.48% | 13.32% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
---|---|---|
1 Year | 17.42% | 14.12% |
3 Year | 16.25% | 13.17% |
5 Year | 16.95% | 14.82% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 12.55% | 13.38% |
Sharp | 0.5% | -0.01% |
Beta | 0.97% | 0.94% |
Alpha | -0.81% | -7.85% |
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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 |
Fund Manage | 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 | 0.98 | 4.36 |
Large Cap | 67.65 | 54.79 |
Small Cap | 13.11 | 10.77 |
Mid Cap | 17.83 | 30.05 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
UTI Flexi Cap Fund - Growth Option |
---|---|---|
Others | 0.98 | 4.36 |
Telecom - Services | 3.25 | 2.06 |
Petroleum Products | 5.03 | - |
IT - Software | 10.74 | 12.79 |
Construction | 2.89 | - |
Finance | 4.45 | 5.59 |
Banks | 20.57 | 17.04 |
Non - Ferrous Metals | 1.22 | - |
Pharmaceuticals & Biotechnology | 6.63 | 7.33 |
Cement & Cement Products | 2.5 | 1.21 |
Paper, Forest & Jute Products | 0.56 | - |
Healthcare Services | 2.27 | 3.55 |
Electrical Equipment | 2.5 | 0.3 |
Auto Components | 4.54 | 3.47 |
Ferrous Metals | 0.98 | - |
Automobiles | 5.24 | 2.87 |
Chemicals & Petrochemicals | 2.23 | 1.94 |
Personal Products | 1.11 | 0.51 |
Insurance | 3.99 | - |
Consumer Durables | 4.27 | 9.69 |
Industrial Products | 2.85 | 4.31 |
Agricultural Food & other Products | 1.47 | 0.9 |
Retailing | 1.86 | 14.57 |
Entertainment | 0.43 | - |
Fertilizers & Agrochemicals | 0.24 | 1.49 |
Aerospace & Defense | 0.51 | - |
Minerals & Mining | 0.37 | - |
Transport Services | 0.57 | - |
Industrial Manufacturing | 0.26 | - |
Realty | 0.59 | - |
Capital Markets | 0.53 | - |
Beverages | 3.94 | - |
Healthcare Equipment & Supplies | - | 1.75 |
Food Products | - | 0.98 |
Leisure Services | - | 1.34 |
Diversified | - | 0.98 |
Textiles & Apparels | - | 0.94 |
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