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Aditya Birla Sun Life Flexi Cap Fund vs Tata 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 Tata 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 Tata Flexi Cap Fund -Regular Plan-Growth
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21417 Cr ₹2886 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 27 Aug 1998 06 Sep 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 69.17%
Expense Ratio 1.68 1.94
Manager Dhaval Joshi Amey Sathe
ISIN Code INF209K01AJ8 INF277K019K2
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 Tata 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 Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 2.25% 4.05%
6 Month -2.2% 0.44%
1 Year 9.23% 10.82%
3 Year 15.45% 14.71%
5 Year 23.95% 20.43%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
6 Month 2.73% 4.52%
1 Year 0.9% 4.49%
3 Year 17.36% 16.92%
5 Year 17.04% 15.74%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 17.42% 14.24%
3 Year 16.25% 15.51%
5 Year 16.95% 15.14%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.55% 11.4%
Sharp 0.44% 0.45%
Beta 0.96% 0.8%
Alpha -0.36% -

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Name Dhaval Joshi Amey Sathe
Total AUM ₹361932 Cr ₹11910 Cr
Funds Managed 55 4
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

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

Tata Flexi Cap Fund -Regular Plan-Growth

Others 1.22 3.13
Large Cap 70.79 58.34
Small Cap 10.72 23.85
Mid Cap 17.25 14.68

Sector Allocation

Scheme Name

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

Tata Flexi Cap Fund -Regular Plan-Growth

Others 1.22 3.02
Telecom - Services 3.14 -
Petroleum Products 5.4 -
IT - Software 10.03 -
Pharmaceuticals & Biotechnology 5.52 -
Construction 2.34 -
Finance 5.94 -
Consumer Durables 2.43 -
Banks 22.94 -
Non - Ferrous Metals 1.63 -
Cement & Cement Products 2.51 -
Healthcare Services 1.97 -
Electrical Equipment 2.2 -
Auto Components 4.82 -
Automobiles 5.47 -
Chemicals & Petrochemicals 2.51 -
Personal Products 1.18 -
Insurance 4.04 -
Industrial Products 3.32 -
Agricultural Food & other Products 1.68 -
Retailing 2.07 -
Fertilizers & Agrochemicals 0.4 -
Minerals & Mining 0.35 -
Transport Services 0.76 -
Industrial Manufacturing 0.42 -
Realty 0.58 -
Capital Markets 0.54 -
Ferrous Metals 1.17 -
Beverages 3.4 -
Energy - 4.28
Basic Materials - 9.55
Consumer Defensive - 9.62
Industrials - 7.26
Financial Services - 40.02
Healthcare - 7.59
Technology - 5.01
Communication Services - 1.35
Consumer Cyclical - 11.56
Real Estate - 0.75

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