Aditya Birla Sun Life Flexi Cap Fund vs Axis Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21417 Cr | ₹12125 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Aug 1998 | 24 Nov 2017 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 30% |
Expense Ratio | 1.68 | 1.73 |
Manager | Dhaval Joshi | Shreyash Devalkar |
ISIN Code | INF209K01AJ8 | INF846K01B51 |
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 | Axis 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 | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.02% | 6.84% |
6 Month | -11.61% | -12.57% |
1 Year | 7.55% | 6.55% |
3 Year | 12.41% | 8.85% |
5 Year | 25.57% | 19.17% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.69% | -4.77% |
1 Year | -3.78% | -6.76% |
3 Year | 16.04% | 13.08% |
5 Year | 16.68% | 13.02% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.42% | 13.49% |
3 Year | 16.25% | 14.2% |
5 Year | 16.95% | 14.04% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.55% | 14.57% |
Sharp | 0.44% | 0.141% |
Beta | 0.95% | 0.948% |
Alpha | -0.39% | -4.284% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Shreyash Devalkar |
Total AUM | ₹361932 Cr | ₹166770 Cr |
Funds Managed | 55 | 14 |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.97 | 6.55 |
Large Cap | 68.48 | 64.6 |
Small Cap | 10.36 | 11.55 |
Mid Cap | 18.19 | 17.3 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.38 | 6.27 |
Communication Services | 3.18 | 4.18 |
Energy | 5.54 | - |
Technology | 11.14 | 8.43 |
Healthcare | 8.65 | 8.68 |
Industrials | 11.66 | 13.04 |
Financial Services | 30.82 | 26.2 |
Basic Materials | 8.1 | 5.19 |
Consumer Cyclical | 11.37 | 17.8 |
Utilities | 0.08 | 3.16 |
Consumer Defensive | 7.5 | 3.07 |
Real Estate | 0.6 | 3.99 |
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