Aditya Birla Sun Life Flexi Cap Fund vs Tata Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
| 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) | ₹22507 Cr | ₹3009 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 | 1.93 |
| 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 |
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.15% | -0.15% |
| 6 Month | 3.65% | 1.49% |
| 1 Year | 20.18% | 12.2% |
| 3 Year | 14.98% | 12.36% |
| 5 Year | 17.46% | 14.86% |
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.59% | 7.99% |
| 3 Year | 20.34% | 17.35% |
| 5 Year | 20.07% | 17.04% |
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.29% | 14.26% |
| 3 Year | 16.34% | 15.8% |
| 5 Year | 16.91% | 15.24% |
| 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 | 0.66% | 0.57% |
| Beta | 0.97% | 0.85% |
| Alpha | -0.85% | -1.6% |
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| 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 |
| Fund Manage | 55 | 4 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 0.98 | 5.31 |
| Large Cap | 67.65 | 47.99 |
| Small Cap | 13.11 | 27.61 |
| Mid Cap | 17.83 | 19.09 |
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 0.98 | 5.31 |
| Telecom - Services | 3.25 | 1.29 |
| Petroleum Products | 5.03 | 3.98 |
| IT - Software | 10.74 | 4.38 |
| Construction | 2.89 | 3.68 |
| Finance | 4.45 | 9 |
| Banks | 20.57 | 22.27 |
| Non - Ferrous Metals | 1.22 | - |
| Pharmaceuticals & Biotechnology | 6.63 | 6.3 |
| Cement & Cement Products | 2.5 | 4.62 |
| Paper, Forest & Jute Products | 0.56 | - |
| Healthcare Services | 2.27 | 1.75 |
| Electrical Equipment | 2.5 | - |
| Auto Components | 4.54 | 2.14 |
| Ferrous Metals | 0.98 | 1.28 |
| Automobiles | 5.24 | 2.39 |
| Chemicals & Petrochemicals | 2.23 | - |
| Personal Products | 1.11 | 2.81 |
| Insurance | 3.99 | 2.82 |
| Consumer Durables | 4.27 | 3.93 |
| Industrial Products | 2.85 | 2.92 |
| Agricultural Food & other Products | 1.47 | - |
| Retailing | 1.86 | 3.21 |
| Entertainment | 0.43 | - |
| Fertilizers & Agrochemicals | 0.24 | - |
| Aerospace & Defense | 0.51 | - |
| Minerals & Mining | 0.37 | - |
| Transport Services | 0.57 | 0.5 |
| Industrial Manufacturing | 0.26 | 1.2 |
| Realty | 0.59 | 2.64 |
| Capital Markets | 0.53 | 2.17 |
| Beverages | 3.94 | - |
| Agricultural, Commercial & Construction Vehicles | - | 1.74 |
| Diversified FMCG | - | 2.27 |
| Food Products | - | 1.93 |
| Leisure Services | - | 0.97 |
| Commercial Services & Supplies | - | 1.13 |
| Transport Infrastructure | - | 1.37 |
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