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 6.81% 2.45%
6 Month 19.9% 20.56%
1 Year 37.47% 37.71%
3 Year 15.91% 12.63%
5 Year 21.61% 17.77%

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 15.35% 16.46%
3 Year 34.1% 28.91%
5 Year 66.01% 53.09%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 21.14% 17.76%
3 Year 49.92% 39.89%
5 Year 72.67% 58.9%

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 0.82% 0.59%
Beta 0.96% 0.94%
Alpha -2.34% -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

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

Sector Allocation

Scheme Name

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

Axis Flexi Cap Fund - Regular Plan - Growth

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

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