Edelweiss Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹21417 Cr | ₹2376 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Aug 1998 | 03 Feb 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 | 1.96 |
Manager | Dhaval Joshi | Trideep Bhattacharya |
ISIN Code | INF209K01AJ8 | INF843K01KN5 |
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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | -3.05% | -4.15% |
6 Month | -8.52% | -11.25% |
1 Year | 7.04% | 8.59% |
3 Year | 12.82% | 14.95% |
5 Year | 14.91% | 16.91% |
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 | -5.79% | -8.65% |
3 Year | 14.23% | 15.91% |
5 Year | 16.35% | 18.39% |
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 | 17.42% | 14.04% |
3 Year | 16.25% | 14.98% |
5 Year | 16.95% | 14.22% |
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% | 14.087% |
Sharp | 0.5% | 0.669% |
Beta | 0.97% | 0.982% |
Alpha | -0.81% | 1.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.98 | 4.52 |
Large Cap | 67.65 | 67.48 |
Small Cap | 13.11 | 6.52 |
Mid Cap | 17.83 | 21.48 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.98 | 0.62 |
Telecom - Services | 3.25 | - |
Petroleum Products | 5.03 | - |
IT - Software | 10.74 | - |
Construction | 2.89 | 7.1 |
Finance | 4.45 | - |
Banks | 20.57 | - |
Non - Ferrous Metals | 1.22 | - |
Pharmaceuticals & Biotechnology | 6.63 | - |
Cement & Cement Products | 2.5 | - |
Paper, Forest & Jute Products | 0.56 | - |
Healthcare Services | 2.27 | - |
Electrical Equipment | 2.5 | - |
Auto Components | 4.54 | - |
Ferrous Metals | 0.98 | - |
Automobiles | 5.24 | - |
Chemicals & Petrochemicals | 2.23 | - |
Personal Products | 1.11 | - |
Insurance | 3.99 | - |
Consumer Durables | 4.27 | - |
Industrial Products | 2.85 | - |
Agricultural Food & other Products | 1.47 | - |
Retailing | 1.86 | - |
Entertainment | 0.43 | - |
Fertilizers & Agrochemicals | 0.24 | - |
Aerospace & Defense | 0.51 | - |
Minerals & Mining | 0.37 | - |
Transport Services | 0.57 | - |
Industrial Manufacturing | 0.26 | - |
Realty | 0.59 | - |
Capital Markets | 0.53 | - |
Beverages | 3.94 | - |
Energy | - | 6.26 |
Technology | - | 7.45 |
Consumer Staples | - | 4.55 |
Financial | - | 24.63 |
Metals & Mining | - | 4.86 |
Healthcare | - | 3.63 |
Automobile | - | 9.65 |
Capital Goods | - | 15 |
Communication | - | 3.13 |
Materials | - | 5.42 |
Consumer Discretionary | - | 2.16 |
Services | - | 5.24 |
Chemicals | - | 0.3 |
Top Comparisons
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
3Y Returns6.02%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns8.32%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns8.86%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns13.71%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.47%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.33%
Aditya Birla Sun Life Pure Value Fund - Growth Option
3Y Returns17.28%
HSBC Value Fund - Regular Growth
3Y Returns19.06%