Aditya Birla Sun Life Flexi Cap Fund vs Tata Flexi Cap Fund compare

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

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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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	7.76%	5.93%
6 Month	-10.19%	-8.93%
1 Year	10.52%	9.99%
3 Year	13.29%	12.72%
5 Year	25.12%	20.88%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-2.69%	-2.41%
1 Year	-3.78%	-3.72%
3 Year	16.04%	14.33%
5 Year	16.68%	14.57%

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%

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%	0.47%
Beta	0.95%	0.8%
Alpha	-0.39%	0.34%

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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
Funds Managed	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	2.97	2.85
Large Cap	68.48	56.99
Small Cap	10.36	24.53
Mid Cap	18.19	15.63

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.38	2.75
Communication Services	3.18	1.37
Energy	5.54	4.27
Technology	11.14	5.58
Healthcare	8.65	7.6
Industrials	11.66	7.54
Financial Services	30.82	38.78
Basic Materials	8.1	9.67
Consumer Cyclical	11.37	11.52
Utilities	0.08	-
Consumer Defensive	7.5	9.99
Real Estate	0.6	0.93