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) | ₹21899 Cr | ₹2910 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Aug 1998 | 05 Aug 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 | Exit load of 1%, if redeemed within 90 days./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | -5.89% | -4.16% |
| 6 Month | 11.77% | 11.07% |
| 1 Year | 37.92% | 32.09% |
| 3 Year | 13.8% | 13.09% |
| 5 Year | 18.66% | 15.87% |
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.35% | 13.56% |
| 3 Year | 34.1% | 31.33% |
| 5 Year | 66.01% | 56.93% |
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.43% | 13.92% |
| 3 Year | 16.37% | 15.84% |
| 5 Year | 16.9% | 15.14% |
| 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 | 0.74% | 0.68% |
| Beta | 0.98% | 0.85% |
| Alpha | -1.2% | -1.37% |
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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 | 3.81 | 7.91 |
| Large Cap | 74.07 | 46.17 |
| Mid Cap | 13.14 | 22.23 |
| Small Cap | 8.98 | 23.69 |
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.56 | 4.08 |
| Energy | 4.06 | 9.26 |
| Healthcare | 10.07 | 7.01 |
| Communication | 4.78 | 1.54 |
| Technology | 10.34 | 4.96 |
| Materials | 1.29 | 4.45 |
| Construction | 3.07 | 6.97 |
| Financial | 27.49 | 27.21 |
| Metals & Mining | 4.07 | 2.46 |
| Consumer Staples | 7.81 | 7.21 |
| Capital Goods | 6.1 | 7.19 |
| Chemicals | 1.19 | 1.54 |
| Services | 2.72 | 8.25 |
| Automobile | 7.27 | 2.92 |
| Insurance | 2.8 | 2 |
| Consumer Discretionary | 3.45 | 2.95 |
| Diversified | 0.91 | - |
| Unclassified | 1.02 | - |
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