Aditya Birla Sun Life Flexi Cap Fund vs Edelweiss 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 Edelweiss Flexi Cap Fund - Regular Plan - 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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21899 Cr ₹2138 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Aug 1998 05 Jan 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 49%
Expense Ratio 1.68 1.99
Manager Dhaval Joshi Trideep Bhattacharya
ISIN Code INF209K01AJ8 INF843K01KN5
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month 7.1% 2.6%
6 Month 24.05% 23.96%
1 Year 36.75% 48.76%
3 Year 15.94% 21.46%
5 Year 21.09% 22.91%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15.35% 20.14%
3 Year 34.1% 42.98%
5 Year 66.01% 79.68%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 21.14% 23.6%
3 Year 49.92% 60.3%
5 Year 72.67% 90.22%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.55% 12.65%
Sharp 0.74% 1.07%
Beta 0.98% 0.95%
Alpha -1.63% 1.27%

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Dhaval Joshi Trideep Bhattacharya
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 9
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 3.81 4.52
Large Cap 74.07 67.48
Mid Cap 13.14 21.48
Small Cap 8.98 6.52

Sector Allocation

Scheme Name

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

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 1.56 0.62
Energy 4.06 6.26
Healthcare 10.07 3.63
Communication 4.78 3.13
Technology 10.34 7.45
Materials 1.29 5.42
Construction 3.07 7.1
Financial 27.49 24.63
Metals & Mining 4.07 4.86
Consumer Staples 7.81 4.55
Capital Goods 6.1 15
Chemicals 1.19 0.3
Services 2.72 5.24
Automobile 7.27 9.65
Insurance 2.8 -
Consumer Discretionary 3.45 2.16
Diversified 0.91 -
Unclassified 1.02 -

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