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)	₹23266 Cr	₹25187 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	1.26%	-0.24%
6 Month	10.49%	8.69%
1 Year	3.16%	2.06%
3 Year	18.46%	11.9%
5 Year	20.31%	15.6%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
6 Month	3.32%	2.39%
1 Year	15.88%	11.43%
3 Year	17.28%	13.05%
5 Year	16.07%	10.8%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
1 Year	16.28%	13.67%
3 Year	16.31%	13.05%
5 Year	17.33%	14.93%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.55%	12.11%
Sharp	0.87%	0.33%
Beta	0.95%	0.82%
Alpha	1.05%	-3.70%

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	4.87	16.55
Large Cap	64.21	52.41
Mid Cap	18.12	19.26
Small Cap	12.8	11.77

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Others	1.91	3.51
Communication Services	2.74	7.58
Energy	4.67	-
Technology	9.36	14.11
Healthcare	6.61	10.99
Industrials	10.97	6.8
Basic Materials	10.29	6.32
Financial Services	31.42	23.78
Consumer Cyclical	13.78	20.97
Consumer Defensive	7.59	5.96
Real Estate	0.64	-