Aditya Birla Sun Life Flexi Cap Fund vs Axis Flexi Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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tortoise-icon Axis Flexi Cap Fund - Regular Plan - Growth

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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 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) ₹21899 Cr ₹12723 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Aug 1998 10 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 1.72
Manager Dhaval Joshi Shreyash Devalkar
ISIN Code INF209K01AJ8 INF846K01B51
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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 -6.42% -5.21%
6 Month 8.22% 7.84%
1 Year 28.31% 28.56%
3 Year 12.89% 8.24%
5 Year 17.42% 15.12%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 21.49% 20.77%
3 Year 21.94% 18.53%
5 Year 20.86% 17.1%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 17.29% 11.73%
3 Year 16.34% 14.47%
5 Year 16.91% 13.76%

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% 13.16%
Sharp 0.56% 0.59%
Beta 0.98% 0.94%
Alpha -1.25% -4.77%

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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
Fund Manage 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 3.81 5.7
Large Cap 74.07 68.09
Mid Cap 13.14 13.32
Small Cap 8.98 12.9

Sector Allocation

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Axis Flexi Cap Fund - Regular Plan - Growth

Others 1.56 5.69
Energy 4.06 4.56
Healthcare 10.07 6.98
Communication 4.78 3.58
Technology 10.34 5.32
Materials 1.29 3.65
Construction 3.07 6.14
Financial 27.49 24.97
Metals & Mining 4.07 0.53
Consumer Staples 7.81 2.36
Capital Goods 6.1 8.03
Chemicals 1.19 2.33
Services 2.72 11.77
Automobile 7.27 11.39
Insurance 2.8 -
Consumer Discretionary 3.45 0.98
Diversified 0.91 1.73
Unclassified 1.02 -

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