- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹24443 Cr | ₹25757 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 | 1.13% | -0.02% |
| 6 Month | 6.36% | 2.53% |
| 1 Year | 6.93% | 0.24% |
| 3 Year | 16.52% | 10.61% |
| 5 Year | 17.23% | 11.91% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 4.74% | 0.8% |
| 1 Year | 19.76% | 8.56% |
| 3 Year | 17.17% | 10.93% |
| 5 Year | 15.82% | 9.36% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.86% | 13.39% |
| 3 Year | 16.65% | 12.98% |
| 5 Year | 16.28% | 14.95% |
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 | 0.85% | 0.44% |
| Beta | 0.96% | 0.84% |
| Alpha | 1.22% | -3.07% |
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 | 4.5 | 16.48 |
| Large Cap | 62.38 | 52.62 |
| Mid Cap | 19.67 | 19.77 |
| Small Cap | 13.44 | 11.14 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 1.63 | 3.21 |
| Communication Services | 2.69 | 8 |
| Energy | 4.82 | - |
| Technology | 9.78 | 15.13 |
| Healthcare | 6.5 | 10.69 |
| Industrials | 10.17 | 6.74 |
| Basic Materials | 10.71 | 6.13 |
| Financial Services | 31.83 | 23.97 |
| Consumer Cyclical | 13.73 | 20.99 |
| Consumer Defensive | 7.49 | 5.13 |
| Real Estate | 0.64 | - |
Top Comparisons
HDFC Long Duration Debt Fund - Growth Option
3Y Returns0%
Bandhan Medium to Long Duration Fund Regular-Growth
3Y Returns6%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.79%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns21.15%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns17.57%
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.75%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns22.43%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns15.66%
