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 | Very High |
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 | 7.74% | 6.73% |
6 Month | -10.86% | -12.96% |
1 Year | 10.52% | 9.59% |
3 Year | 13.82% | 15.3% |
5 Year | 24.91% | 25.88% |
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 | -2.69% | -5.96% |
1 Year | -3.78% | -9.54% |
3 Year | 16.04% | 16.87% |
5 Year | 16.68% | 18.36% |
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 | 0.44% | 0.669% |
Beta | 0.95% | 0.982% |
Alpha | -0.39% | 1.49% |
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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 |
Funds Managed | 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 | 2.97 | 4.82 |
Large Cap | 68.48 | 64.14 |
Small Cap | 10.36 | 9.1 |
Mid Cap | 18.19 | 21.94 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.38 | 3.68 |
Communication Services | 3.18 | 3.41 |
Energy | 5.54 | 3.64 |
Technology | 11.14 | 13.38 |
Healthcare | 8.65 | 7.13 |
Industrials | 11.66 | 13.92 |
Financial Services | 30.82 | 29.79 |
Basic Materials | 8.1 | 3.32 |
Consumer Cyclical | 11.37 | 11.36 |
Utilities | 0.08 | 3.55 |
Consumer Defensive | 7.5 | 5.24 |
Real Estate | 0.6 | 1.58 |
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